QuickBooks/Excel Analysis: Part 2

Level: Intermediate

Available Durations:

  • 50 minutes
  • 60 minutes
  • 75 minutes
  • 90 minutes
  • 100 minutes
  • 120 minutes


In this follow-up to QuickBooks/Excel Analysis: Part 1, Excel and QuickBooks expert David Ringstrom, CPA, delves deeper into ways to analyze data from QuickBooks Desktop and QuickBooks Online. He shows you how to flatten multiple column reports, such as a Profit & Loss By Class report, back into a list format so you can analyze your data further using pivot tables, slicers, and other tools. In addition, David explains how Excel 2016 and later users can visually present a summary profit and loss report in chart form by way of the Waterfall Chart feature, and he explains how Excel 2013 and later users can utilize the Bing Maps feature to map customers by location as well as sales by city.

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:

  • Exporting customer contact lists from QuickBooks Online and QuickBooks Desktop.
  • Understanding how to manage the Protected View prompt in Excel 2010 and later.
  • Exploring the Bing Maps feature in Excel 2013 and later to map customers by location.
  • Mapping sales by city in Excel 2013 and later with Bing Maps.
  • Flattening the Profit & Loss by Class report to unlock the data for analysis by way of pivot tables, filtering, and other tools in Excel.
  • Streamlining the filtering of lists in Excel 2013 and later by using the Slicer feature with tables.
  • Utilizing the Timeline feature in Excel 2013 and later to filter pivot tables based on date ranges.
  • Choosing the most analysis-ready report format from QuickBooks Desktop and QuickBooks Online.
  • Filtering transactions from QuickBooks reports by date in any version of Excel.
  • Illustrating financial statements with the Waterfall chart in Excel 2016 and later.
  • Using Text to Columns in all versions of Excel to separate a tiered QuickBooks chart of accounts into columns.
  • Streamlining the process of building Waterfall charts from QuickBooks Online Profit & Loss reports by way of the SUMIF function.
  • Filling in gaps within a general ledger report exported from QuickBooks to prepare the report for analysis in Excel.

Learning Objectives/Why You Should Attend:

  • Name the feature that enables you to select empty cells within a range of data.
  • Identify the versions of Excel that enable you to use the Slicer feature with the Table feature.
  • State which formula will concatenate or join together text from two different cells.

Target Industries:

  • Accounting and Finance
  • Business
  • Excel Users
  • Consulting
  • IT
  • Auditing
  • Human Resources
  • Marketing
  • Sales
  • Government
  • Tax

Target Job Title:

  • Accountants
  • CPAs
  • CFOs
  • Controllers
  • Income Tax Preparers
  • Enrolled Agents
  • Financial Consultants
  • IT Professionals
  • Auditors
  • Human Resource Personnel
  • Bookkeepers
  • Excel Users
  • Marketers
  • Government Personnel

About the Instructor:

David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on over 25 years of consulting and teaching experience. David’s mantra is “Either you work Excel, or it works you,” so he focuses on what he sees users don’t, but should, know about Microsoft Excel. His goal is to empower you to use Excel more effectively. To learn more about David, you can view his LinkedIn profile and follow him on Facebook or Twitter (@excelwriter).

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