Excel and QuickBooks expert David Ringstrom, CPA, presents 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: 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 wish to expand their ability to analyze data from QuickBooks Desktop and QuickBooks Online.
Topics Covered:
Mapping sales by city in Excel 2013 and later with Bing Maps.
Understanding how to manage the Protected View prompt in Excel 2010 and later.
Using Slicers in Excel 2013 and later to filter data within reports exported to Excel from QuickBooks.
Streamlining the process of building Waterfall charts from QuickBooks Online Profit & Loss reports by way of the SUMIF function.
Exporting customer contact lists from QuickBooks Online and QuickBooks Desktop.
Flattening the Profit & Loss by Class report to unlock the data for analysis by way of pivot tables, filtering, and other tools in Excel.
Filtering transactions from QuickBooks reports by date in any version of Excel.
Utilizing the Timeline feature in Excel 2013 and later to filter pivot tables based on date ranges.
Choosing the most analysis-ready report format from QuickBooks Desktop and QuickBooks Online.
Learning Objectives
To identify how to use Excel’s Text to Columns feature.
To define the ideal data for use with creating pivot table reports.
To recall the keystroke that enables you to select two or more non-adjacent items from a Slicer.
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.
I own an Atlanta-based training and consulting firm that helps businesses nationwide streamline accounting challenges. Our specialties include:
Microsoft Excel
Microsoft Access
Sage 50/Peachtree Accounting
QuickBooks
Our services include training, technical support, accounting automation, and problem solving. I have spoken at conferences or meetings for these organizations:
National Association of Certified Valuators and Analysts
Institute of Real Estate Managers
Georgia Society of CPAs
South Carolina Society of CPAs
Georgia Government Finance Officers Association
Atlanta chapter, American Society of Women CPAs
Perimeter Chapter, Georgia Society of CPAs
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
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