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Inventory Tracking in Excel (Video) (Course Id 2772)

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Author : David Ringstrom, CPA
Course Length : Pages: 3 ||| Review Questions: 6 ||| Final Exam Questions: 10
CPE Credits : 2.0
IRS Credits : 0
Price : $29.95
Passing Score : 70%
Course Type: Video - NASBA QAS - NASBA Registry
Technical Designation: NonTechnical
Primary Subject-Field Of Study:

Computer Software & Applications - Computer Software & Applications for Course Id 2772

Computer Software & Applications, Inventory, Tracking, Excel, Video, cpe, cpa, online course
Overview :
  1. Who is this course for?
    This course is for CPAs, accountants, and other professionals seeking Continuing Professional Education (CPE) who want to improve their Excel skills for inventory tracking.

  2. What is this course about or what problem does this course solve?
    This course teaches participants how to create a reliable and flexible inventory tracking system in Excel, reducing the need for manual cleanup and avoiding fragile spreadsheets.

  3. How can the knowledge from this course be used?
    Learners can apply Excel techniques like tables, formulas, conditional formatting, PivotTables, and barcode integration to streamline inventory tracking processes in their organizations.

  4. Why is this course important to a CPA or Accountant?
    This course equips CPAs and accountants with practical Excel skills that enhance data accuracy, efficiency, and reporting when managing inventory, which is critical in financial oversight.

  5. When is this course relevant or timely?
    The course is timely for professionals using Excel 2024, 2021, 2019, or Microsoft 365, and remains relevant due to the ongoing need for accurate inventory tracking in accounting functions.

  6. How is a course like this consumed or used?
    This video-based, self-study course includes step-by-step demonstrations, Excel workbook examples, and a final exam, and is completed online at the learner’s own pace.

Description :

Tracking inventory in Excel doesn’t have to mean fragile spreadsheets or constant manual cleanup. In this practical session, David Ringstrom, CPA and author of Excel for Dummies, shows how to build a flexible inventory tracking system using Excel tables, formulas, conditional formatting, and PivotTables. You’ll learn how to flag low stock, manage reorder points, validate data entry, summarize inventory activity, and even integrate barcodes for scanning and labeling—all using tools available in Excel.

David has more than 30 years of experience as a spreadsheet and accounting software consultant and speaker. He has presented over 2,500 live webinars and is the author or co-author of ten books, including “Microsoft 365 Excel All-in-One for Dummies”, “Microsoft 365 Excel for Dummies”, “Exploring Microsoft Excel’s Hidden Treasures”, and “QuickBooks Online for Dummies”.

In his webinars, David demonstrates every technique twice: first on a PowerPoint slide with numbered steps, and then live in Excel for Microsoft 365 for Windows. He highlights any differences in Excel 2024, 2021, or 2019 during the presentation and in his detailed handouts. Attendees also receive an Excel workbook containing most of the examples he uses, making it easy to follow along and apply the techniques later. David additionally supports Excel for Mac users by answering their follow-up questions via email.

Usage Rank : 10031
Release : 2026
Version : 1.0
Prerequisites : Prior experience with Microsoft Excel is recommended.
Experience Level : Overview
Additional Contents : Complete, no additional material needed.
Additional Links :
Advance Preparation : None.
Delivery Method : QAS Self Study
Intended Participants : Anyone needing Continuing Professional Education (CPE).
Revision Date : 09-Feb-2026
NASBA Course Declaration : Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam.
Approved Audience :

Video - NASBA QAS - NASBA Registry - 2772

Keywords : Computer Software & Applications, Inventory, Tracking, Excel, Video, cpe, cpa, online course
Learning Objectives :

Course Learning Objectives

Upon completion of this course, participants will be able to do the following:
  • Recall the benefits of Excel's Table feature.
  • Recall which ribbon tab contains the Data Validation feature.
  • Identify the location of the PivotTable command within Excel's ribbon menu interface.

Course Contents :

Chapter 1 - Inventory Tracking in Excel

Chapter 1 Review Questions

Key Terms

Click to go to: Excel Courses for Accountants | Excel CPE Courses for CPAs
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