Microsoft Access for Accountants
Full Day Course
Microsoft Access has the potential to be an extremely useful tool for many accountants, yet it remains among the least utilized of the Office 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 (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 that produce higher quality results. For accountants, 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 that have been exported from accounting software or keyed into an Excel spreadsheet need this course.
Access and Excel work well together. They can frequently be used together to create solutions that are easier to use and that produce higher quality results. For accountants, 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 that have been exported from accounting software or keyed into an Excel spreadsheet need this course.
Learning Objectives
- Understanding database design basics
- Describe processes for building and working with tables including linked tables, creating and working with queries, building and managing relationships between tables and building data input controls
- Understand how to design forms to improve the accuracy and efficiency of data entry, and work with multi‐table queries
- Describe how to use Access to work with data that resides in your accounting software
- Identify and understand how to create PivotTables in Excel using Access data
- Understand how to design and modifying Access reports
- Identify how to use Excel and Access together to manage data and to prepare reports
- Using list boxes, combo boxes, and other advanced techniques in input forms
- Identify how to secure your Access databases
Course Information
- CPD credit: Recommended for 7 hours
- Instructional delivery method: This course will be taught in Access for Office 365 with reference to the differences to Access 2010 and subsequent. We encourage you to bring your windows laptop equipped with Excel 2010 or newer to follow along with the instructor.
- Prerequisites: None
- Program level: Basic
- Advance preparation: None
- Designed for: Accountants who work with hundreds or thousands of rows of data and who want to save time and to improve efficiency and effectiveness
- Who should participate: Accountants who would like to use Microsoft Access as well as accountants who are already using Microsoft Access, but who have had limited or no training in using Access