Supercharging Excels Quick Access Toolbar (Video) (Course Id 2872)

• Who is this course for?
  This course is intended for CPAs, accountants, and other professionals seeking Continuing Professional Education (CPE) who want to improve their efficiency and productivity in Microsoft Excel by mastering the Quick Access Toolbar.
• What is this course about or what problem does this course solve?
  This course teaches participants how to customize, organize, and transfer Excel’s Quick Access Toolbar, helping users streamline repetitive tasks, access hidden commands, and create personalized toolbars for both individual workbooks and Excel itself.
• Where can the knowledge from this course be used?
  The knowledge gained from this course can be applied in accounting, finance, business, and other professional environments where Microsoft Excel is used to manage, analyze, and present data.
• Why is this course important to a CPA or Accountant?
  This course is important because it helps CPAs and accountants work more efficiently in Excel by reducing the time required to access frequently used commands and improving overall workflow productivity when handling spreadsheets and data.
• When is this course relevant or timely?
  This course is relevant whenever professionals use Excel in their daily work, particularly when they want to increase productivity, take advantage of Microsoft 365 features, or better organize commonly used Excel functions and commands.
• How is a course like this consumed or used?
  This self-study video course is completed by watching the instructional presentation, reviewing the provided materials and workbook examples, and passing the final examination with a score of at least 70% to earn CPE credit.

Excel's Quick Access Toolbar is an often-overlooked treasure trove of shortcuts that you can access with your mouse or keyboard. In this presentation author and Excel expert David Ringstrom, CPA, guides you through the nuances of the Quick Access Toolbar so that you can create curated toolbars for individual workbooks as well as for Excel itself. Learn how to customize, organize, and transfer your Quick Access Toolbar between computers. You'll also see how to unearth hidden commands, such as the ability filter a list or paste data and column widths, all with one click or keystroke.

David is the author of “Microsoft Excel 365 for Dummies”, “Exploring Microsoft Excel’s Hidden Treasures”, and has written or co-authored six other books. He demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Excel for Microsoft 365. David draws your attention to any differences in Excel 2021, 2019 or 2016 during the presentation and in his detailed handouts. The handouts include an Excel workbook with most of the examples he uses during his demonstrations. 

Excel for Microsoft 365 is a subscription-based product that receives periodic feature updates. Conversely, perpetually licensed versions have year numbers in their names and do not receive any feature updates.

Course Learning Objectives

Upon completion of this course, participants will be able to do the following: