Custom Software Training

specializing in customized

QuickBooks Training

& Troubleshooting

since 1997

Learn to use QuickBooks efficiently and accurately

 

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 Contact Information

Please feel free to phone or e-mail Robin Snavely at:

310-283-0461
Robin.Snavely@CustomSoftwareTraining.com
 

 Available Training

QuickBooks
Quicken
Excel
Word
PowerPoint

Excel Training (version 2003 and earlier)

Basics

Learn purpose of a spreadsheet

Learn the difference between a worksheet and a workbook

Learn to easily move around a spreadsheet

Learn how to select a range of cells

Enter text and numbers

Understand what happens when the text is too large to fit in the cell

Edit the contents of the cell

Delete the contents of the cell

Undo your mistakes

Save your work

Open saved files

Copy/Paste and Cut/Paste information

Use spell check

Increase or decrease the amount of cells you see on the screen

Get Help

Learn Special Paste Options

Learn how to fill a series (e.g. Months, Days of the Week, Dates)

 

Printing

Preview and print your work

Add Footers and Headers

Adjust the print size

Adjust the print orientation

Adjust margins

Center your work on the printed page

Set and remove print areas

Insert and delete manual page breaks

Learn how to work with Page Break View

Print selected cells

Print the entire workbook

Learn how to apply different page setup options to the same worksheet by using Views

 

Formulas and Functions

Create formulas

Learn the difference between absolute and relative formulas

Learn to use the Paste Function feature

Learn basic functions (i.e. sum, average, min, max, count, pmt)

 

Formatting

Learn how to insert and delete columns, rows, and cells

Learn how to hide and unhide columns and rows

Change fonts, font size, and font color

Change the formatting of a date

Add attributes (e.g. bold, italic, underline)

Adjust the alignment within the cell and across columns

Add boarders and shading

Add dollar signs, percent signs and commas to numbers

Remove or add decimal places

Rotate and indent text

Create custom formats

Learn how to use styles to add consistency to your worksheet

Discover AutoFormats as a time saver

Use conditional formatting to control entries in the spreadsheet

Learn how to save time by using the format painter button

 

Charts/Graphs

Create charts on a separate sheet (a chart sheet) or in a worksheet (an embedded chart)

Change chart types (i.e. line, bar, column charts)

Add titles

Add data labels

Change fonts and number formatting

Change colors and backgrounds

Change scaling

Add objects (i.e. arrows and text boxes)

Learn how to save formatting changes and use the formatting on other charts

 

Sharing your Files

Protect Workbooks from being opened or changed

Protect Sheets from unwanted changes

Add comments to cells

Hide Sheets

 

Organizing Large Files and Multiple Workbooks

Insert or delete worksheets

Duplicate Sheets

Easily enter the same Page Setup Options on Multiple Sheets

Link information from one sheet or file to another

Freeze or split the worksheet to make looking at the entire worksheet easier

Open new windows of the same workbook to view more than one sheet at a time

Use Find and Replace to locate and change information

Use outlines to collapse and expand sections of the worksheet

Name ranges for easy access and use in formulas

Use auditing to trace formulas and find errors

Let the computer arrange your windows for the best way to look at each open file at the same time

Save more than one workbook as Workspace

Consolidate workbooks

 

Adding Objects to Your Worksheet

Add lines, text, boxes, arrows and more to your worksheet

Add AutoShapes and WordArt

Add Clipart

Move and resize objects

Delete objects

Add color and lines to objects

Make objects 3-dimensional

Modify 3-dimensional objects

Group and Ungroup objects

 

Working with Databases

Sort lists

Learn special sort options

Use the Data Form for easy entry and modifications to a database

Add Subtotals to your database

Use filters to obtain particular information quickly

Learn about Pivot Tables to easily group and reorganize you information

 

Automating your Work

Learn how to write, run and change macros

Add macros to menus and toolbar buttons

Use existing templates

Create your own templates with an existing file or a new one

Create and change toolbars by adding buttons

Use AutoCorrect to instantly fix common typing or spelling errors

Use Excel’s Options to customize the way the program performs

 

Importing and Exporting Files

Import old Excel files

Import Lotus, QuatroPro or other spreadsheet files

Import text files

Export Excel to text files

 

Advanced Items

Learn to use Goal Seeking to find desired figures

Use Solver for multiple figures

Use Scenarios to save multiple calculations