Excel Accountant: QuickBooks Detailed Analysis 4 Credits
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In this on-demand CPE 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. He also shows additional ways to analyze data from QuickBooks Desktop and QuickBooks Online in this follow-up to part 1. Among other topics, David covers how to flatten multiple-column reports back into a list format for further analysis, how users of Excel 2016 and later can visually present a summary profit and loss report in chart form by way of Waterfall charts, how users of Excel 2013 and later can implement the Bing Maps add-in to transform summary data into interactive maps, and how users of earlier versions of Excel can clean up their QuickBooks reports.
David demonstrates every technique at least twice in this CPE course: 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 CPE webinar.
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.
This Online Excel CPE webinar covers the following Key Topics:
| License details | Credits | Status |
|---|---|---|
| Accounting for Certified Public Accountants (CPA-US) | 4 CPE | Approved |
| Accounting for CPA in Canada | 4 CPD | Eligible |
| Accounting for Delaware Licensed Public Accountant (DE-LPA) | 4 CPE | Eligible |
| Accounting for Certified Fraud Examiner (CFE) | 4 CPE | Eligible |
| Accounting for Certified Government Financial Manager (CGFM) | 4 CPE | Eligible |
| Accounting for Iowa Licensed Public Accountant (IA-LPA) | 4 CPE | Eligible |
| Accounting for Maine Licensed Public Accountant (ME-LPA) | 4 CPE | Eligible |
| Financial accounting concepts for Certified FP&A Professional (FP&A) | 4 CE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Accounting for Certified Public Accountants (CPA-US) | 4 CPE | Approved |
| Accounting for CPA in Canada | 4 CPD | Eligible |
| Accounting for Delaware Licensed Public Accountant (DE-LPA) | 4 CPE | Eligible |
| Accounting for Certified Fraud Examiner (CFE) | 4 CPE | Eligible |
| Accounting for Certified Government Financial Manager (CGFM) | 4 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 4 CPD | Eligible |
| Chartered Accountant - ICAEW | 4 CPD | Eligible |
| Accounting for Iowa Licensed Public Accountant (IA-LPA) | 4 CPE | Eligible |
| Accounting for Maine Licensed Public Accountant (ME-LPA) | 4 CPE | Eligible |
| Financial accounting concepts for Certified FP&A Professional (FP&A) | 4 CE | Eligible |
| Chartered Accountants - Ireland (CAI) | 4 CPD | Eligible |
| Chartered Accountants - Scotland | 4 CPD | Eligible |
| CPA - Ireland | 4 CPD | Eligible |
Credits
4
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.
I own an Atlanta-based training and consulting firm that helps businesses nationwide streamline accounting challenges. Our specialties include:
Our services include training, technical support, accounting automation, and problem solving. I have spoken at conferences or meetings for these organizations:
I teach over 200 live webinars annually on Microsoft Excel across roughly two-dozen training providers. I am available for in-house training or select conference engagements as well.
I am the co-author of Idiot's Guide to Introductory Accounting. I've published hundreds of freelance articles on various topics, including Lotus 1-2-3, Quattro Pro, Microsoft Excel, Microsoft Office Accounting, QuickBooks, Peachtree Accounting, and more.
I serve as the technical editor for several books in Wiley's Dummies series, including QuickBooks for Dummies, Quicken for Dummies, Peachtree for Dummies, and more.
Specialties: Microsoft Excel, Visual Basic for Applications, Sage 50, Peachtree Accounting, QuickBooks, Microsoft Office Accounting, freelance writing, training, business consulting
What is Self Study (QAS)?
Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
How do I earn CPE credits through self-study?
To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.
Are the self-study courses approved by NASBA and other regulatory bodies?
Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.
What are the requirements to maintain compliance with self-study courses?
To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.
How can I access my course completion certificates?
After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
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We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
What is a Live Webinar Group Internet-Based Credit?
A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
How do I earn credits through live webinars?
To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.
Are the live webinars approved by NASBA and other regulatory bodies?
Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
What are the requirements to maintain compliance with live webinar courses?
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
How can I access my webinar completion certificates?
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
How are credits reported to governing bodies?
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
TG
This was an excellent webinar. My one and only issue was the speed with which the host went through everything. Self Study for this webinar is recommended. The information provided was invaluable and will be used. The speed issue comes into play for things like web addresses and formulas. Trying to follow a long with what he was doing was frustrating because if you missed one little thing in his formula and yours didn't work like his you start to try to fix it then you start to miss his explanation on the formula and then you cannot follow along with him in the transformation of the report. I realize some of this is mean to practice outside of the webinar, but working WITH him while he is doing this would be so much more effective.
LW
Although I couldn't keep up with all the formula's, I still feel this was well presented. It was brilliant of him to first show the instructions on how to do things and to include those steps in the handout. Now, I can go back to the handout to further learn things. Well Done!
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