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Excel Accountant: Linked Workbooks 2 Credits

Feb 13, 2025, 10:00 AM ET

Excel Accountant: Linked Workbooks 2 Credits

  • Rating

    4.5
  • Reviewed on

    January, 2024
  • Subject Area

    Computer Software and Applications

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Feb 13, 2025, 10:00 AM ET

Learning Objective

  • To identify how to create links that can be copied down columns or across rows.
  • To recall how to link Excel workbooks to other sources.
  • To apply security prompts and settings related to linked workbooks.

Course Overview

In this presentation, you’ll learn from Excel expert David Ringstrom, CPA, how to create and navigate workbook links in Excel. Workbook links, which are quite beneficial, allow you to connect one Excel spreadsheet to other spreadsheets, Word documents, databases, and even web pages. David shows you how to dramatically improve the integrity of linked workbooks, copy links across rows or down columns, repair broken links, and more.

Excel expert David Ringstrom demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Office 365 version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

Office 365 is a subscription-based product that provides new feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don’t change. Perpetual licensed versions have year numbers, such as Excel 2019, Excel 2016, and so on.

Who Would Be Interested in This Course:

Practitioners seeking to learn about Excel workbook links and improve the integrity of their linked workbooks.

This online CPE Excel webinar covers the following key topics:

  • Controlling whether or not linked workbooks update automatically and how to suppress unwanted prompts.
  • Creating flexible workbook links that can be copied down columns or across rows.
  • Learning about a free tool you can use to locate even the most buried workbook links.
  • Eliminating the risk of workbook links by using Microsoft Query to get data from one workbook into another.
  • Employing the SUMIF function to sum values related to multiple instances of criteria you specify.
  • Integrating data on web pages into your workbooks and creating automatic links.

On Demand Credits for All Qualifications

Nano Credits for All Qualifications

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
Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Data management and analysis for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Computer Software and Applications for Certified Fraud Examiner (CFE) 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
Computer technology for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01136-22-S) 2 CE Approved
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 2 CE 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
Data management and analysis for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Computer Software and Applications for Certified Fraud Examiner (CFE) 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
Computer technology for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01136-22-S) 2 CE Approved
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 2 CE 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
Data management and analysis for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Computer Software and Applications for Certified Fraud Examiner (CFE) 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
Computer technology for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01136-22-S) 2 CE Approved
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 2 CE 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
Data management and analysis for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Computer Software and Applications for Certified Fraud Examiner (CFE) 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

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

Pre-requisites

None

Advance Preparation

None

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MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering aintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) 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.

Dive into the world of CPA CPE Courses with MY-CPE. Our online courses are here to help you complete your CPA CPE credits seamlessly. We cover a wide range of topics delivered by professional subject matter experts. Forget the traditional way of learning with flexible scheduling and learn at your own pace. Join us and start your journey toward professional growth today!

About Instructor

David Ringstrom -CE/CPE Courses for Accountant, CPAs & more
David Ringstrom , CPA (US)

President, EXCEL Accountant

  • 4.6
  • rating
  • rating
  • rating
  • rating
  • rating

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.

Reviews and Ratings

out of 5

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MK

Michael Kridel, CPA (US)
5

This subject matter is part of Excel rocket science: it is far more than data entry, manipulation, and printing. The topics were critical and represent the first level of learning for anyone hoping to leverage Excel and work more productively. The challenge, and the instructor balanced it well, was moving fast enough to cover a lot of ground without causing cranial hemorraging in students trying to move as quickly as he.

DG

Dwight Goodwin, CPA (US)
5

Wow! Mr. Ringstrom knows more about Excel than I think the Excel engineers know. Thank you for your expertise on how different formulas behave in the desktop and online environment. I always pick up something useful.

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    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

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    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 - fastest in the industry.

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