While many Excel users build accounting worksheets for each month of the year, such worksheets can be cumbersome to revise. As an alternative, Excel expert David Ringstrom, CPA, explains how to use Excel functions, including VLOOKUP, OFFSET, and SUM, to quickly create accounting reports that allow you to switch to any reporting period with only two mouse clicks. In addition, David outlines how to export data from your accounting package, improve the integrity of your spreadsheets, incorporate Check Figures and Alarms into you work, and more.
Course Publication Date:
May 22, 2018
This course is available with
NO ADDITIONAL FEE if you have an active
self study membership or
all access membership or
webinar membership or can be purchased for
$20.00!
| Author: | David Ringstrom |
| Course No: | ACT-EXCELRPT-12018 |
| Recommended CPE: | 2.00 |
| Delivery Method: | QAS Self Study |
| Level of Knowledge: | Basic |
| Prerequisites: | None |
| Advanced Preparation: | None |
| Recommended Field of Study: | Accounting
Webinars - On Demand
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Learning Objectives
- Define how to create accounting reports for any month of the year on a single worksheet.
- Apply Conditional Formatting to draw attention to reports that don’t balance to the source data.
- State how to export data from an accounting package to create a “set-and-forget” link to accounting data in Excel.