CPE Credit for Mastering Microsoft Excel for QuickBooks Users

Thanks for your interest in CPE credit for this product. Here are the forms and documents you need.

To Study/Prepare for the CPE TEST

Download/Print the Review
This is useful to test your knowledge prior to submitting the CPE TEST.

Download/Print the Review with Answers/Feedback
This is useful after completing the Review, to check your answers and get feedback on why an answer is right or wrong.

Take/Submit the CPE TEST

Download/Print the CPE TEST and Submittal Form
Complete the CPE Test and Submittal Form. Instructions for sending these items to Real World Training are contained in these documents.

Topics Covered

• The basics: What are spreadsheets and workbooks? Navigate in Excel, Entering/Editing cells. Adding/deleting rows and columns (adjacent and non adjacent), Get help in Excel, Export tips, Export to new and existing workbooks. Align and move worksheets.
• Save time: Create Macros so Excel automatically completes a number of steps for you. Keyboard and mouse shortcuts. Fill series-tells Excel to complete a list of numbers, days, months etc. automatically. Printing techniques so you don't waste time trying to print sheets the way you want.
• Formatting: Create the look you want. Merge and center cells. Add borders. Accounting vs. Currency styles Format painter. Add tab colors. Add comments. Freeze panes (so column and row headings don't disappear when you scroll through reports). Understand date formats and why dates sometimes appear as numbers.
• Real world Applications: Create an amortization schedule quickly. Create expense reimbursement forms and speed up bank reconciliation. Create your own graphs of QuickBooks data.
• Summarizing Data: Calculating mean vs. median. Pivot tables. Pivot charts. Group and sort data. Count function (to save you time).
• Importing: Lists from Excel into QuickBooks (data mapping). Import IIF files.
• Security: Set passwords for workbooks, worksheets and even individual cells.
• Analyze your data:"What If?" analysis. Goal seek.
• Formulas and calculations: Relative vs. absolute references (understand the difference and when to use each!). Array and 3-D Formulas- and when to use them.
• Customize Excel: Create your own toolbar and menu. Move and add toolbar and menu commands.

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