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In this live webcast, Excel and QuickBooks expert David Ringstrom, CPA, shows you how to overcome the limitations of internal reports in QuickBooks. He shares several techniques, including combining two reports into one, summarizing QuickBooks data via Excel pivot tables, creating one-click access to QuickBooks reports, and more.
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Microsoft 365 (formerly known as Office 365) version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.
Microsoft 365 is a subscription-based product that provides new-feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don’t change. Perpetual licensed versions have year numbers, such as Excel 2019, Excel 2016, and so on.
Topics/Areas Typically Covered:
- Learning QuickBooks techniques that may help you avoid the need to analyze data in Excel.
- Creating one-click access to memorized QuickBooks reports.
- Learning why in many cases you should export reports intended for spreadsheet analysis to a .CSV file instead of an Excel workbook.
- Using the SUMIF function to summarize data based on a single criterion.
- Making minor changes within QuickBooks that can result in less manual effort in Excel.
- Bypassing filter drop-down lists by filtering based on cell contents with a single keystroke or mouse click.
- Using Excel’s PivotTable feature to quickly identify anomalies within QuickBooks data.
- Tracking customer longevity by creating a report that shows first and last invoice dates by customer.
- Learning how to use the undocumented DATEDIF worksheet function.
Learning Objectives/Why You Should Attend:
- Recognize QuickBooks features and techniques to streamline reports for faster analysis in Excel.
- Identify how to summarize QuickBooks data by way of Excel pivot tables.
- Apply Excel’s VLOOKUP function to merge data from two reports together.
- Accounting and Finance
- Excel Users
- Human Resources
Target Job Title:
- Income Tax Preparers
- Enrolled Agents
- Financial Consultants
- IT Professionals
- Human Resource Personnel
- Excel Users
- Government Personnel
About the Instructor:
David H. Ringstrom, CPA is the owner of Accounting Advisors, Inc., an Atlanta-based spreadsheet consulting firm that he started in 1991. Throughout his career David has spoken at conferences on Microsoft Excel, and written dozens of freelance articles about spreadsheets. He offers Excel and Access training and consulting services nationwide.
Pricing and Format Options:
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