Microsoft Excel tips and tricks for accountants

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April 1, 2014

Excel: The power of mapping

CPAs often have to produce recurring reports, such as quarterly balance sheets, from datasets, such as trial balances. The process can be tedious and prone to error, but an Excel technique called mapping can show the way to better results. Learn more in this Technology Workshop.

June 1, 2013

Excel at hyphen removal

J. Carlton Collins outlines two ways to remove hyphens from Social Security numbers in Excel.

May 1, 2005

Calculate length of service in years and months

How to use Microsoft Excel to calculate employees’ length of service.

November 1, 2004

Transfer an Excel formula from one worksheet to another

Q. I know how to link data from a cell in one worksheet to another worksheet, but how can I transfer a formula? A. To transfer data, enter them in sheet 1, go to sheet 2 and the cell in which you want the linked number to appear and enter

July 1, 2004

Split an Excel cell and enter two pieces of information

How to use Excel’s Format command to add two pieces of information to one cell.

SPONSORED REPORT

Preparing clients for new provisions next tax season

As the 2025 filing season approaches, H.R. 1 introduces significant tax reforms that CPAs must be prepared to navigate. These legislative changes represent some of the most comprehensive tax updates in recent years, affecting both individual and corporate taxpayers. This report provides in-depth analysis and guidance on H.R. 1.