myCPE

Excel Accountant: Creating Error-Free Excel Spreadsheets 2 Credits 2 Credits

Jul 07, 2025, 09:30 AM ET

Excel Accountant: Creating Error-Free Excel Spreadsheets 2 Credits 2 Credits

  • Rating

    5

  • Published on

    June, 2025

  • Subject Area

    Computer Software and Applications

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Jul 07, 2025, 09:30 AM ET

Learning Objectives

  • Define the INDEX function's required input arguments.
  • Identify the File menu’s document trust settings location.
  • Recall how to enable Solver in Excel Options.
  • Discuss how to preserve data using cell protection.
  • Explain how range names streamline workbook navigation.

Course Overview

Are your Excel spreadsheets cluttered, prone to errors, or hard to navigate? In this high-impact CPE course, Excel expert David H. Ringstrom, CPA, shows you how to streamline and strengthen your workbooks using a toolbox of proven techniques. Discover how placing titles in a single row can make your spreadsheets instantly more readable and how referencing source data cells directly improves accuracy. You’ll explore ways to create flexible settings tables, assign names to key input cells for smarter formulas, and enhance the reliability of your spreadsheets with robust SUM and SUBTOTAL functions. Plus, you’ll get practical tips for using conditional formatting on unlocked cells and removing formatting rules when needed.

David is the author of Microsoft Excel 365 for Dummies, Exploring Microsoft Excel’s Hidden Treasures, and has written or co-authored six other books. He demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Excel for Microsoft 365. David draws your attention to any differences in Excel 2021, 2019 or 2016 during the presentation and in his detailed handouts. The handouts include an Excel workbook with most of the examples he uses during his demonstrations.

Major Topics:

  • Summing Data Sections Using SUBTOTAL Function
  • Condition-Based Totals Using SUMIF Formulas
  • Removing Unnecessary Conditional Formatting Rules
  • Returning Alternate Results with XLOOKUP Function
  • Toggling Lock Status with Custom Shortcut
  • Unlocking Cells Before Worksheet Protection
  • Avoiding Errors with Non-Chained Formulas

Excel for Microsoft 365 is a subscription-based product that receives periodic feature updates. Conversely, perpetually licensed versions have year numbers in their names and do not receive any feature updates.

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
Computer Software and Applications for Certified Public Accountants (CPA-US) 2 CPE Approved
Computer Software and Applications for CPA in Canada 2 CPD Eligible
Certified Government Financial Manager (CGFM) 2 CPE Eligible
Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Certified FP&A Professional (FP&A) 2 CE Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
License details Credits Status
Computer Software and Applications for Certified Public Accountants (CPA-US) 2 CPE Approved
Computer Software and Applications for CPA in Canada 2 CPD Eligible
Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 2 CE Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible

Additional Information

Credits

2

Credits

2

Course Level

Basic

Instructional Method

QAS Self Study

Group Internet Based

Pre-requisites

None

Advance Preparation

None

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MY-CPE LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.com.

Explore CPA CPE Courses with MYCPE ONE and make earning your credits simple and hassle-free. Our online courses cover a variety of topics, all taught by experienced subject matter experts. With flexible scheduling and self-paced learning, you can leave traditional methods behind and focus on growing your skills on your terms. Start your journey to professional growth today with MYCPE ONE and take your career to new heights!

About Instructor

David Ringstrom -CE/CPE Courses for Accountant, CPAs & more

David Ringstrom , CPA (US)

President, EXCEL Accountant

  • 4.6
  • rating
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I own an Atlanta-based training and consulting firm that helps businesses nationwide streamline accounting challenges. Our specialties include:

  • Microsoft Excel
  • Microsoft Access
  • Sage 50/Peachtree Accounting
  • QuickBooks

Our services include training, technical support, accounting automation, and problem solving. I have spoken at conferences or meetings for these organizations:

  • National Association of Certified Valuators and Analysts
  • Institute of Real Estate Managers
  • Georgia Society of CPAs
  • South Carolina Society of CPAs
  • Georgia Government Finance Officers Association
  • Atlanta chapter, American Society of Women CPAs
  • Perimeter Chapter, Georgia Society of CPAs

I teach over 200 live webinars annually on Microsoft Excel across roughly two-dozen training providers. I am available for in-house training or select conference engagements as well.

I am the co-author of Idiot's Guide to Introductory Accounting. I've published hundreds of freelance articles on various topics, including Lotus 1-2-3, Quattro Pro, Microsoft Excel, Microsoft Office Accounting, QuickBooks, Peachtree Accounting, and more.

I serve as the technical editor for several books in Wiley's Dummies series, including QuickBooks for Dummies, Quicken for Dummies, Peachtree for Dummies, and more.

Specialties: Microsoft Excel, Visual Basic for Applications, Sage 50, Peachtree Accounting, QuickBooks, Microsoft Office Accounting, freelance writing, training, business consulting

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

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