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Excel Accountant: QuickBooks Analysis Part 1

4.3 (10)

David Ringstrom, CPA (US)

Excel Accountant

  • CPA (Canada)
  • CIA
  • CMA
  • CPA (US)
  • Tax Preparer
  • PCP

Published: July, 2020

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Before starting this self study program, please go through the instructional document.

Overview

  • Open QuickBooks Sample Company
    3 mins
  • Determining Top Customers
    5 mins
  • Create One-Click Access to Reports
    11 mins
  • Auto-Open QuickBooks Online Reports
    20 mins
  • Export to Excel Vs. Export to .CSV
    31 mins
  • Self-Updating Spreadsheets Linked to CSV Files
    37 mins
  • Minor Data Clean-Up
    57 mins
  • Summarize with PivotTable
    64 mins
  • Top Ten Filter
    70 mins
  • First/Last Invoice Date By Customer
    74 mins
  • Calculating Client Tenure with DATEDIF
    86 mins
  • Merging Two QuickBooks Reports
    90 mins

Course Description

In this on-demand webcast, Excel and QuickBooks expert David Ringstrom, CPA, shares valuable tips to help you overcome the limitations of QuickBooks internal reports. David teaches several techniques, including how to combine two reports into one, create pivot tables from QuickBooks data, access memorized 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 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.

Who Would Be Interested in This Course:

Practitioners who want to streamline their reports by accessing QuickBooks data using Excel.

Topics 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.
  • 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.
  • Revealing the undocumented DATEDIF function in Excel for determining the number of months or years between two dates.
  • Extending the functionality of the SUMIF function by incorporating wildcard characters within a formula.
  • Employing the Text to Columns feature to transform text-based dates into numeric values that Excel recognizes as dates.

Learning Objectives

  • To identify QuickBooks features and techniques that can be used to streamline reports for faster analysis in Excel.
  • To recall how to analyze QuickBooks data by way of pivot tables in Excel.
  • To identify the setting that enables certain browsers to launch Excel files exported from QuickBooks Online and other sources.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Young CPA

Testimonial

4.3

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JH

Thorough, clear, precise, easy to follow, enjoyable to listen to! A matter-of-fact New York accent is perfect for this topic - real straightforward and pleasant. Will most definitely do the follow up course to this one.

JLS

Great program, great presenter

TG

Very informative. Thank you.

MC

I signed up thinking this would be just 'another' webinar but boy I was wrong. This webinar did not have a single dull moment. The presenter was very rare mix of thorough and fun. Would recommend this webinar to one n all.

MC

As a practicing CPA, I found David’s webinar valuable and very practical. The techniques covered were very interesting to say the least. The pace perfect and overall the webinar was informative.

CW

The webinar was remarkably focused on the subject. I enjoyed learning with myCPE. The speaker was very experienced with the subject. It was worth time and effort. Thank you David and myCPE.