Introduction to Excel

Build a strong Excel foundation by mastering the core tools that accountants use every day. This course guides you through setting up and populating worksheets, organizing data, and producing clear, professional outputs. You will navigate the menu system, apply effective formatting, use named styles and templates, and configure printing options to present your work properly. By focusing on practical application, the course turns Excel into a streamlined tool for accounting tasks and financial analysis. (Note: This course is based on Microsoft Excel 365)
Format

PDF Course

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Duration

3 Hours

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Course Information

Author: Steven Bragg
Course Number: SP1011

Learning Objectives
  • Explain how the ribbon system works.
  • Describe cells and ranges.
  • Identify how keystrokes can replace the mouse to trigger menu commands.
  • Specify where high-volume commands are located on the screen.
  • Describe the different uses of a table within a worksheet.
  • Explain the differences between the Autocomplete and Autofill functions.
  • Describe how cell and range formatting can be accomplished.
  • Identify the warnings used when column widths are too narrow.
  • Specify the more common Ctrl-letter combinations used to trigger worksheet commands.
  • Identify the different variations on the Paste command.
  • Explain how range naming works within a worksheet.
  • Describe the uses to which the undo function can (and cannot) be put.
  • Specify how named styles and themes are used.

Level: Overview
Instructional Method: QAS Self-Study
NASBA Category: Computer Software & Applications
Prerequisites: Excel 365 software is needed.
Advance Preparation: None
Latest Review Date: March 2025
Program Registration Requirements: Click on the Enroll button to pay for and access the course. You will then be able to download the course as a PDF file, then take an on-line examination, and then download a certificate of completion if you pass the examination.
Program Refund Policy: For more information regarding administrative policies concerning complaints, refunds, and other matters, see our policies page.

AccountingTools, Inc. 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 the 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.
The NASBA sponsor identification number for Accountingtools, Inc. is 115881.

AccountingTools is an IRS Approved Continuing Education Provider. We are compliant with the requirements for continuing education providers (as described in sections 10.6 and 10.9 of the Department of Treasury’s Circular No. 230 and in other IRS guidance, forms, and instructions). Our IRS Approved Continuing Education Provider number is 72821.