In this online CPE course, David 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
Among other topics, Excel, and QuickBooks expert David Ringstrom, CPA, covers how to flatten multiple-column reports back into a list format for further analysis, and 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 Excel 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 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.
This Online CPE webinar covers the following Key Topics:
For more information: QuickBooks | Excel CPE course.
President, EXCEL Accountant
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
Course Level
Credits
Instructional Method
Pre-requisites
Advance Preparation
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.
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!
BB
This CPE was very helpful and I learned quite a few new things. The presenter was great, very knowledgeable and easy to listen to.
WD
I thought it was a very good course and the presenter seemed to be very knowledgeable on both applications.
RN
This was my first webinar with My-CPE and I was impressed with ease of use, thoroughness and presentation
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