Seminar In-Depth

Microsoft Access for Accountants
Course Description

Microsoft Access has the potential to be an extremely useful tool for many accountants, yet it remains among the least utilized of the Microsoft Office suite of applications. This is unfortunate because Access is a truly powerful application that is relatively easy to learn and use. Once you understand the basic components of Access - tables, queries, forms, and reports -  and how they work together, it is often much easier and faster to use Access than Excel to perform many accounting, auditing, and other related tasks.  For accountants and other business professionals, learning to use Access will make Excel an even more useful and powerful tool.

The course does not assume that participants have any prior experience with Access. However, we will go beyond the basics in the areas of queries, reports, and forms. Additionally, accountants who work with Excel lists exported from accounting software or keyed into an Excel spreadsheet need this course.

This course includes coverage of features found in all versions of Access, including Access 2003, 2007, and 2010.

"Excellent and useful material." R.E., CPA PA

"I thought this was a great course." J.S., CPA PA

Course Information

CPE Credit:

Instructional
delivery method:

Prerequisites:


Program level:


Advanced preparation:


Designed for:



Who should attend:

Recommended for 4 Hours Auditing and 4 Hours Specialized Knowledge and Applications

Group - live demo and discussion using color computer projection - NOT a hands-on course


None

Basic

None

Accountants who work with hundreds or thousands of rows of data and want to save time and improve efficiency and effectiveness

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
  • Creating audit and fraud 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 Access databases
Dates & Locations
Event Date: Location: Sponsor Name:
10/7/2010 MN Minnesota Society of CPAs
10/18/2010 Mars, PA Pennsylvania Institute of CPAs Foundation
10/25/2010 Malvern, PA Pennsylvania Institute of CPAs Foundation
12/2/2010 DE Delaware Society of CPAs

CONTINUING PROFESSIONAL EDUCATION FOR ACCOUNTING AND FINANCIAL PROFESSIONALS

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