Microsoft Access has the potential to be an extremely useful tool for many accountants. Unfortunately, it’s not as easy to get started with as Excel is. Consequently, it’s among the least utilized of the Office applications. This is unfortunate because it’s really not a difficult product to learn and use. Once you understand the basic components of Access (i.e. tables, queries, forms, reports, and relationships) and how they work together, it is often much easier and faster to use Access than Excel to perform many accounting tasks.
Access and Excel work well together. They can frequently be used together to create solutions that are easier to use and produce higher quality results. For accountants, learning to use Access will make Excel an even more useful and powerful tool.
The course starts from the beginning and does not assume that participants have any prior experience with Access. However, because we go well beyond the basics in the areas of queries, reports, and forms, the course is also well-suited for accountants who have constructed and worked with simple MS Access databases but feel they need more training. If you work with lists that have been exported from your accounting software or keyed into an Excel spreadsheet and you don’t use MS Access, you need this course.
Course Information:
CPE Credit: Recommended 8 Hours Specialized Knowledge and Applications
Instructional delivery method: Group - live demo and discussion using color computer projection - NOT a hands-on course
Prerequisites: None
Program Level: Basic
Advanced preparation: None
Designed for: Accountants who work with hundreds or thousands of rows of data and want to save time and improve efficiency and effectiveness
Who should attend: Accountants who would like to use Microsoft Access as well as accountants who are already using Microsoft Access, but have limited or no training in using Access
Course Highlights:
- Understanding database design basics
- Building and working with tables including linked tables
- Creating and working with queries
- Building and managing relationships between tables
- Building data input controls
- Designing forms to improve the accuracy and efficiency of data entry
- Working with multi-table queries
- Using Access to work with data that resides in your accounting software
- Creating PivotTables in Excel using Access data
- Designing and modifying Access reports
- Using Excel and Access together to manage data and to prepare reports
- Using list boxes, combo boxes, and other advanced techniques in input forms
- Securing your databases
Dates & Locations:
| Event Date: |
Location: |
Sponsor Name: |
| 6/12/2008 |
Bloomington, MN |
Minnesota Society of CPAs |
| 6/19/2008 |
Louisville, KY |
Kentucky Society of CPAs |
| 6/25/2008 |
Wichita, KS |
Kansas Society of CPAs |
| 7/17/2008 |
Harrisburg, PA |
Pennsylvania Institute of CPAs Foundation |
| 8/27/2008 |
Oklahoma City, OK |
Oklahoma Society of CPAs |
| 9/9/2008 |
Charleston, WV |
West Virginia Society of CPAs |
| 9/11/2008 |
Bellevue, WA |
Washington Society of CPAs |
| 10/8/2008 |
Salt Lake City, UT |
Utah Association of CPAs |
| 10/31/2008 |
Kenner, LA |
Society of Louisiana CPAs |
| 11/4/2008 |
Trevose, PA |
Pennsylvania Institute of CPAs Foundation |
