Managing The Recent Files Menu

Excel 2010: Right-click to remove a file or folder from the Recent menu. Earlier versions? Set number of files to 0, but kills entire list.

Unscrollable Worksheets

Can’t scroll your Excel worksheet? Excel 2007/10: Choose View, Freeze Panes, then Unfreeze Panes. Excel 2003: Choose Window, Unfreeze Panes.

Intuit’s New QuickBooks Online Accountant Brings the Cloud – and Its Benefits – to Accountants

By David H. Ringstrom, CPA QuickBooks Online, a cloud-based accounting solution for small businesses, has experienced 40 percent growth over the past year; it now has 280,000 users. More and more small business owners are reaping the benefits of anytime, anywhere access to their accounting records. Further, cloud-based solutions, such as QuickBooks Online, eliminate the …

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Table Feature

Excel 2007/2010: Choose Insert, Table, and then click Total Row on the Design tab to make staid lists of data interactive.

5 Things CPAs Should Know about Excel Macros

If you find yourself carrying out the same steps over and over again in Excel, try experimenting with the Macro Recorder, or do a Google search on automating your task. You’ll be surprised at the wealth of information that’s just a click away! Click here to read the full text of the article at AccountingWEB.com.

Recovering Unsaved Workbooks

Accidentally close a spreadsheet without saving? In Excel 2010 choose File, Info, Manage Versions, and then Recover Unsaved Workbooks.

Format Painter Trick

Double-click Format Painter (paintbrush icon) to transfer cell formatting to multiple non-contiguous cells; press Escape when complete.

TODAY() Versus NOW()

TODAY() returns a date, while NOW() gives a date AND time. For best results use TODAY in formulas that compare today’s date to a date range.

Converting Text To Numbers

Does your Excel spreadsheet contain numbers stored as text? Select the numbers, choose Data, Text to Columns, and then click Finish.

Excel Tip: Multiple criteria SUM, MIN, and MAX formulas

Excel Tip: Multiple criteria SUM, MIN, and MAX formulas Posted by AccountingWEB on Jun 22 2011 42635 printer friendly By David H. Ringstrom, CPA Most Excel users are familiar with the SUM, MIN, and MAX functions in Excel. Used in their traditional fashion, you provide a range of cells to the function to derive a …

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Stealth price increase awaits QuickBooks 2008 users

By David H. Ringstrom, CPA As of May 31, 2011, Intuit will no longer provide live technical support or add-on services for the 2008 version of QuickBooks Pro, Premier, and Simple Start. Anyone using the 2009, 2010, or 2011 versions of these products won’t be affected. Intuit notes that if you don’t need technical support …

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Rounding Tricks

Rounding tricks: =MROUND(331,25) returns 325; =CEILING(331,25) returns 350; =ROUND(9865,-3) returns 10,000 (rounds to nearest 1000)

Business vs. personal: Controlling what people see on your Facebook pages

By David H. Ringstrom, CPA If you have a Facebook account, you’ve probably faced the dilemma of whether to accept a friend request from a business associate. Declining the invitation can cause wrinkles in professional relationships, but accepting the invitation may mean that you may not be able share as freely as you’d like on …

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Separating business from pleasure on Facebook

If you are a Facebook user, you have probably encountered the situation where a business associate wants to friend you (yes, friend has become a verb, thank you Mark Zuckerberg). So what is the proper response to this friend request? Do you accept the offer and expose all of your personal exploits and family chatter …

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Two things you can’t avoid: Apps and taxes

By David H. Ringstrom For many iPhone or Android owners, apps are like potato chips: You can’t stop at just one. Indeed, apps seem to be one of the leading fads of the 2010s – even the IRS has gotten into the game. Following is a quick rundown on six apps related to U.S. income …

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