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Thursday, March 11, 2021 | 09:30 AM EST
2 CPE credit for Certified Management Accountants (CMA)
2 CPE credit of Computer Software & Applications for all CPAs
2 CPD credit (Verifiable) for Canadian CPAs
2 CE credit of Computer Technology for Maryland Tax Preparers
2 General Educational credit for Tax Professionals / Bookkeepers / Accountants
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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:
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 through its website: www.NASBARegistry.org.
Partner, 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
JH
Jennifer Hubbard ,
Jan 7th 2021
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.
MC
Michele Coleman ,
Dec 24th, 2020
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.
MZ
Mary Zaleski ,
Jan 7th, 2021
The myCPE website offers a wonderful selection of categories of CPE courses, both Free and those with a cost. Cost is minimal. Would definitely recommend this site.
HC
Holly Carter ,
Dec 28th, 2020
Very good information and handouts. Would have liked it a little longer and maybe more examples. The trainer is very knowledgeable.
CD
Chris Dantona ,
Dec 24th, 2020
agree
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