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Excel Accountant: Printing and Page Layout

  • Accountant
  • CPA (CA)
  • CFE
  • CGFM
  • CPA/CITP
  • CIA
  • CMA
  • CPA (US)
  • CA - ICAEW
  • MRTP
  • ACCA
  • FPAC
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • CFIRS
  • CWS

Published: November, 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

  • Set or Clear Print Range
    3 mins
  • Modern Print Preview
    12 mins
  • Page Breaks
    19 mins
  • Printing a Portion of a Worksheet
    27 mins
  • Print Just a Chart from a Worksheet
    28 mins
  • Print Path, Workbook, and/or Sheet Name
    48 mins
  • CELL Function to show Document Path
    51 mins
  • Header and Footer Tools
    53 mins
  • Streamlining PDF Creation
    67 mins
  • Emailing Spreadsheets as PDFs
    74 mins
  • Creating a Custom View to Print Worksheets
    80 mins
  • Saving a Macro-Enabled Workbook
    101 mins

Course Description

Excel offers multiple features and techniques that enable users to prepare and print documents quickly and easily. Step-by-step, Excel expert David Ringstrom, CPA, demonstrates how to enable a full-screen print preview, use Excel’s Custom Views feature to apply different print settings, pick and choose worksheets you want to print, and more. David’s helpful tips will help you work faster and more efficiently in Excel.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Microsoft 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.

Microsoft 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 who can benefit by utilizing multiple Excel features and functions to easily prepare and print documents.

Topics Covered:

  • Creating a full-page printout of a chart that resides on a worksheet.
  • Learning how to deal with annoying changes to Print Preview in Word 2010 and later.
  • Incorporating a new feature that enables you to pick and choose the worksheets from any workbook you wish to print—with no programming knowledge or experience required.
  • Selecting any aspect of a worksheet you’d like to print.
  • Seeing how to print a spreadsheet on the fly via Windows Explorer instead of manually opening a workbook in Excel.
  • Keeping an eye on how much your text is being reduced as you try to squeeze more on a page.
  • Setting a print range that includes multiple noncontiguous areas of a worksheet.
  • Printing a list of all cell comments on a worksheet or printing visible comments.
  • Using Excel’s Custom Views feature to apply different print settings, including orientation and margins, to a single worksheet.
  • Streamlining the process of printing spreadsheets to .PDF format.

Learning Objectives

  • To identify how the Custom Views feature can streamline repetitive print actions.
  • To recall how to print a list of all cell comments on a worksheet.
  • To define how to restore the “classic” Print Preview screen from Excel 2007 and earlier.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 2 CPD Credit of Computer Software and Applications for Chartered Professional Accountant (CPA Canada)
  • 2 CPE Credit of Computer Software and Applications for Certified Public Accountants (CPA-US)
  • 2 CPE Credit of Computer Software and Applications for Certified Management Accountants (CMA)
  • 2 CE Credit of Computer technology for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01020-22-S)
  • 2 CPE Credit of Computer Software and Applications for Certified Fraud Examiner (CFE)
  • 2 CPE Credit of Information Technology for Certified Internal Auditors (CIA)
  • 2 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 2 CE Credit for Certified Wealth Strategist (CWS)
  • 2 General Credit of Computer Software and Applications for Accountant/Bookkeeper/Tax Professionals
  • 2 CPD Credit for CA - ICAEW
  • 2 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 2 CPD Credit for Chartered Accountants - Scotland
  • 2 CPD Credit for CPA - Ireland
  • 2 CPD Credit for Chartered Certified Accountants (ACCA)
  • 2 CPE Credit of Information Technology for Certified Government Financial Manager (CGFM)
  • 2 CPD Credit of Software and other process controls for Certified Information Technology Professionals (CITP)
  • 2 CRE Credit of Information Technology (inc. Excel) for Certified Corporate FP&A Professional (FPAC)

Additional details

  • Course Level :
    Basic
  • Credits :
    2
  • Instructional Method :
    QAS Self Study
  • 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 maintenance 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 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
  • 80+ hours of Interactive Videos
  • All CPE Approved Courses
  • Unlimited Access to the Entire Library
  • Exclusively designed for Accounting, Finance & Tax Professionals

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
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  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
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Ratings and Review

4.5

6 Ratings

Excellent

3

Very Good

3

Average

0

Poor

0

Terrible

0

DL

Diane Liddi

Jan 28th, 2021

Great Instructor and class!!

JO

John Ouellette, CPA (US)

Dec 22nd, 2020

I love these Excel courses because they show a step by step direction guide, and then actually show it in use. Helps me try along with the instructor.

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