Three Excel menus you may have overlooked

By David H. Ringstrom, CPA Sheet Navigation Everyone is familiar with using the arrow buttons in the lower left-hand corner of the Excel screen to push worksheet tabs back and forth across the screen. However, try right-clicking on these buttons instead, and you’ll see a menu similar to Figure 1. Simply click on a sheet …

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Introducing the AccountingWEBinar Series

AccountingWEB is pleased to announce a series of live webinars aimed squarely at the needs of CPAs in public and private practice. This wide-ranging series will cover the following topics: •Microsoft Excel •Microsoft Outlook •Microsoft Word •Microsoft Access •Intuit QuickBooks •Sage Peachtree Accounting •XML/XBRL Click here to read the full text of the article at AccountingWEB.com.

Provisioning your home accounting office

By David H. Ringstrom, CPA As the economy continues to contract, more and more accountants are considering striking out on their own. A benefit to providing accounting services is that you can often ease your way into your own business, as long as you don’t run afoul of any non-compete agreements with your primary employer. …

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Add contacts or meetings to Contact Manager or CRM with two keystrokes

Product review by David H. Ringstrom, CPA Accountants of a certain age may remember a television show in which contestants would bid on how few notes they’d need to hear to identify an unidentified song. However, instead of saying, “Tom, I can name that tune in 5 notes,” you may find yourself thinking, “I can …

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Free Microsoft Excel-based 1040 form available

By David H. Ringstrom, CPA Just in time for tax season, Glenn Reeves of Burlington, Kansas has created a free Microsoft Excel-based version of the 2008 U.S. Individual Tax Return, commonly known as Form 1040. The spreadsheet includes both pages of Form 1040, as well as these supplemental schedules:   Schedule A – Itemized Deductions …

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Excel text transformation tricks

By David H. Ringstrom, CPA Data arrives on your desk from multiple sources, and in many cases it’s not quite in the format that you need. For instance, a user may have left the CAPS LOCK on while typing in a series of addresses. Or you’ve exported data from a program that pads fields with …

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Excel 2007: Five ways to streamline Excel’s user interface

By David H. Ringstrom, CPA It’s easy to get caught up in the day-to-day use of Excel 2007 and overlook minor tweaks that can make a significant difference in your use of Excel. In this article I’ll review five of my favorite Excel 2007 tricks. Most involve customizing the user interface so that I can …

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Excel 2003: Six ways to streamline Excel’s user interface

By David H. Ringstrom, CPA It’s easy to get caught up in the day-to-day use of Excel 2003 and overlook minor tweaks that can make a significant difference in your use of Excel. In this article I’ll review five of my favorite Excel 2003 tricks. Most involve customizing the user interface so that I can …

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AccountingWEB Webinar: Creating error proof spreadsheets

In today’s fast-paced business world, spreadsheet users don’t always have the luxury of double-checking every element of their work, particularly in complex spreadsheets. Fortunately there are some simple practices you can adopt to help minimize the risk of errors in your spreadsheets. You can also learn how to track down errors in spreadsheets built by …

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Excel 2007: Use these three techniques to turbo charge filtering

By David Ringstrom, CPA Did you know Excel 2007 has a hidden command that enables you to filter a list with just one mouse click? And that there are two ways to sum just the visible rows in your filtered list? Read on to discover these time saving techniques. Not sure how to filter? Read …

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Excel 2003: Use These Three Techniques to Turbocharge Filtering

By David Ringstrom, CPA Did you know that you can streamline the AutoFilter feature in Excel 2003 and earlier versions? And that there are two ways to sum only the visible rows in your filtered list? Read on to discover these time saving techniques. Not sure how to filter? Read Excel Filtering 101. Size Color …

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QuickBooks 2009 Splashes on the Scene with Plenty of New Features

By David Ringstrom, CPA QuickBooks 2009 is now available, and includes a number of long-wished for features:   Instead of being limited to 8 figure numbers (basically 99 million), you’re now limited to 11 figure numbers (basically 99 billion). QuickBooks 2009 supports multiple currencies, and offers an international payment service to allow you to initiate …

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Excel Chart Advisor Prototype Simplifies Graphs

By David Ringstrom Excel 2007 users have a new tool in their arsenal: the Chart Advisor from the Microsoft Office Labs — a new proving ground for potential new Office features. Although this tool is a prototype, you may find it helpful in your daily work. This add-in for Excel utilizes an advanced rules engine …

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Tips for improving your Microsoft Office Accounting experience

Are you new to Office Accounting? Have you got questions about how the program works or how you can improve your use of the program? This collection of Tips for improving your Microsoft Office Experience is one place where you can look for answers. Continue reading the full article on Click here to read the full text of the …

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