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Excel Accountant: Macros

  • Accountant
  • CPA (CA)
  • CIA
  • CMA
  • CPA (US)
  • CA - ICAEW
  • ORTP
  • Maryland Tax Prep.
  • ACCA
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • CFIRS
  • CWS

Published: September, 2021

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Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • What is Macro
    3 mins
  • Automating Center Across Selection
    25 mins
  • Path to Personal Macro Workbook
    44 mins
  • Accounting Report Macro: Stop Recording
    71 mins
  • Phone List Macro: Find and Replace
    97 mins
  • Viewing Our Recorded Macro
    122 mins
  • Stepping Through a Macro
    172 mins
  • Notifying User of a Macro Completion
    199 mins

Course Description

David Ringstrom, CPA, takes you step-by-step through the process of creating and using macros—one of Excel’s most powerful features. In this comprehensive presentation, he introduces the concept of Excel macros as well as the Visual Basic for Applications (VBA) macro. David also explains step-by-step how to use the Record Macro feature and Excel’s Personal Macro Workbook. After completing this course, you’ll be equipped to use macros immediately.  In this comprehensive on-demand CPE webcast, you’ll learn even more about how to use Excel’s Record Macro feature from Excel expert David Ringstrom, CPA. He shows you how to enhance the code you’ve created with the Record Macro feature by adding error-handling functions, decision-making capabilities, and interactive features. In addition, David presents techniques, features, and keyboard shortcuts that will help you eliminate repetitive tasks and become more proficient utilizing Excel macros.

David demonstrates every technique at least twice in this CPE course: 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 CPE webinar.

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.

This Online CPE Excel webinar covers the following Key Topics: 

  • Making sense of the Enable Content prompt related to macros in Excel.
  • Uncovering macro-related commands within Excel’s user interface.
  • Automating a repetitive task, such as formatting a set of phone numbers consistently.
  • Utilizing the Relative References setting for creating Excel macros to be played back on any cell versus specific cells.
  • Understanding the purpose and nuances of Excel’s Personal Macro Workbook.
  • Recording a contact info macro.
  • Deciphering and managing Excel’s macro security prompts.
  • Converting .XLS workbooks to the up-to-date .XLSX format with just two keystrokes.
  • Understanding how macros are used in Excel, along with the risks and benefits associated with them.
  • Learning the risks and frustrations of using merged cells in Excel worksheets.
  • Learning how to use Excel’s Record Macro feature to create simple macros, without having any knowledge of programming.
  • Discovering how to enable the Developer menu in Excel 2007 and later.
  • Gaining an understanding of Excel’s Goal Seek feature, which is useful in simplifying what-if analyses.
  • Learning how to play back macros you’ve recorded so as to eliminate repetitive or tedious tasks.
  • Using form controls to simplify data entry as well as control the input of other users.
  • Understanding the nuances of assigning keyboard shortcuts to macros in Excel to avoid superseding shortcuts for built-in features.
  • Learning what to do if a Debug prompt appears.
  • Adding error-handling features to Excel macros to compensate for unexpected or missing data entry inputs.
  • Bypassing filter drop-down lists by filtering based on cell contents with a single keystroke or mouse click.
  • Learning the nuances of the Excel Macro-Enabled Workbook in versions 2007 and later.

Learning Objectives

  • To define how to create general-use macros with the Relative Reference setting for Excel’s Macro Recorder.
  • To recognize when to use the Hide and Unhide commands in an Excel Personal Macro Workbook.
  • To identify how to apply Visual Basic for Applications (VBA) macros in Excel.
  • To define how to adjust Excel’s macro security settings.
  • To recognize which rows in a spreadsheet are affected when you filter data.
  • To demonstrate an enhanced understanding of Visual Basic for Applications (VBA) macros.

Recommended For

  • This Online Excel CPE webinar is recommended for CPA, CMA, Tax Prepares, and Other Accounting and Tax Professionals at any level who wish to expand their knowledge of implementing them in order to work more efficiently in Excel.
  • This Online CPD webinar is recommended for CPAs in Canada who want to use macros, which will enable them to become more efficient in Excel.
  •  This Online Continuing Professional Education webinar is recommended for Accountants, Accounting staff, Tax Staff, Tax Professionals, and Other Finance Professionals who desire to learn macros and its application that help them using excel efficiently.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Bookkeepers & Accountants & Tax Preparers
  • Certified Management Accountant (CMA)
  • Certified Public Accountant (CPA)
  • Cloud Accountants
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Maryland Tax Preparers
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Preparer
  • Tax Professionals
  • Tax Pros
  • VP Accounts
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 4 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 4 CPE Credit of Computer Software and Applications for Certified Public Accountants (CPA-US)
  • 4 CPE Credit for Certified Management Accountants (CMA)
  • 4 CPE Credit for Certified Internal Auditors (CIA)
  • 4 CE Credit for Oregon Registered Tax Preparers (ORTP) (Approval No. 00521-21)
  • 4 CE Credit for Maryland Tax Preparer (MRTP) (Approval No. 00521-21)
  • 4 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 4 CE Credit for Certified Wealth Strategist (CWS)
  • 4 General Credit for Accountant/Bookeeper
  • 4 CPD Credit for CA - ICAEW
  • 4 CPD Credit for Chartered Certified Accountants (ACCA)
  • 4 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 4 CPD Credit for Chartered Accountants - Scotland
  • 4 CPD Credit for CPA - Ireland

Additional details

  • Course Level :
    Basic
  • Credits :
    4
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
    None
  • Advance Preparation :
    None

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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 through its website: www.NASBARegistry.org.

Presenter

About Presenter

David Ringstrom, CPA (US)

President, Excel Accountant

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

About Company

Excel Accountant

www.excel-accountant.com

Excel Accountant is an exclusive excel training platform for CPA, Tax Professionals, Accountants, Bookkeepers, Financial Professionals, CFP, EA, CFOs & Controllers etc and the entire Accounting, Finance & Tax community.

Here is what you get for the yearly subscription from Excel Accountant website.

  • 40+ Courses
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FAQs content

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Ratings and Review

4.2

5 Ratings

Excellent

1

Very Good

4

Average

0

Poor

0

Terrible

0

SB

Steven Burtness, CPA (US)

Jun 22nd, 2022

Very informative

KS

Kristopher Swygert, CPA (US)

Nov 15th, 2021

still getting used to the self study experience as it is quirky

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