CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

Excel Accountant: QuickBooks Analysis Part 1

  • CPA (CA)
  • CIA
  • CMA
  • CPA (US)
  • Tax Preparer
  • PCP
Excel Accountant: QuickBooks Analysis Part 1

2 Credits

$20

Subject Area

Computer Software and Applications

Webinar Qualifies For

2 CPE credit of Computer Software & Applications for all CPAs

2 CPE credit for Certified Internal Auditors (CIA)

2 CPD credit (Verifiable) for Canadian CPAs

2 CPD credit (Verifiable) for Payroll Compliance Practitioners (PCP)

2 CE credit of Computer Technology for Maryland Tax Preparers

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

Key Estate Planning Considerations

(1343)

Oct 20, 2021 | 10:30 AM EDT View Details

Adding Value to Retirement Plan Audits through Plan Governance: Overview

(176)

Oct 20, 2021 | 10:30 AM EDT View Details

Accounting & Tax Implications of Credit Losses

(2)

Oct 20, 2021 | 10:30 AM EDT View Details

Practical Guide To Fraud including Cash, Inventory & General Frauds (Latest)

(25)

Oct 20, 2021 | 11:00 AM EDT View Details

Products and Services Subject to Sales Tax

(221)

Oct 20, 2021 | 11:30 AM EDT View Details

How to choose the right financial advisor

(230)

Oct 20, 2021 | 11:30 AM EDT View Details

How Introverted Accountants Crush Sales Without Using High Pressure Tactics

(564)

Oct 20, 2021 | 12:00 PM EDT View Details

Mastering IRS Representation

(39)

Oct 20, 2021 | 12:00 PM EDT View Details

Fundamental Concepts of Trusts & Estates for Planning & Compliance

(24)

Oct 20, 2021 | 12:00 PM EDT View Details

Federal Tax Update – Individual & Business Current Developments

(9)

Oct 20, 2021 | 12:00 PM EDT View Details

Best Workshop on Partnership & LLC (Form 1065) Tax Return Review & Case Study (NEW)

(35)

Oct 20, 2021 | 12:00 PM EDT View Details

Excel Accountant - Logic Functions

(5)

Oct 20, 2021 | 12:30 PM EDT View Details

How to Expedite the 1040 Review Process and Remove the Reviewer Bottleneck

(121)

Oct 20, 2021 | 01:00 PM EDT View Details

Tips On Engaging Employees In The Midst Of Crisis

(6)

Oct 20, 2021 | 01:00 PM EDT View Details

Taxes on Cryptocurrency & Digital Assets with Latest IRS Guidance

(1401)

Oct 20, 2021 | 01:00 PM EDT View Details

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
  • Accounting Managers
  • Accounting Practice Owners
  • Accounts Director
  • Bookkeepers & Accountants & Tax Preparers
  • Cloud Accountants
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • VP Accounts
  • Young CPA

Testimonial

4.3

(10)
30%
70%
0%
0%
0%

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.