QuickBooks Analysis Basic For Accountant

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Excel Accountant: QuickBooks Detailed Analysis

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Learning Objectives

To identify QuickBooks features and techniques that can be used to streamline reports for faster analysis & how to use Text to Columns feature 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 and recall the keystroke that enables you to select two or more non-adjacent items from a Slicer.

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.
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 online CPE webinar:

Practitioners who want to streamline their reports by accessing QuickBooks data using Excel.

This Online CPE Webinar covers the following Key Topics:

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.
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.

Webinar Qualifies For

4 CPE Credit of Computer Software and Applications for Certified Public Accountants (CPA-US)
4 General Credit for Accountant/Bookkeeper/Tax Professionals
4 CPD Credit for CPA in Canada
4 CE Credit of Computer Software and Applications for Tax Professionals
4 CPE Credit for Certified Management Accountants (CMA)
4 CPE Credit for Certified Valuation Analyst (CVA)
4 CE Credit for Certified Wealth Strategist (CWS)
4 CE Credit for Certified Fiduciary and Investment Risk Specialist (CFIRS)
4 CPE Credit for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)

About Instructor

David. Ringstrom.

Partner, Excel Accountant (Do Not Use)

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

Additional Information

Duration

4 Hours

Course Level

Basic

Instructional Method

Group Internet Based

Pre-requisites

An Understanding Of QuickBooks Online Software

Advance Preparation

None

FAQ’s

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NASBA APPROVED

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.

Ratings and Review

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Wendy Diaz, CPA (US)

I thought it was a very good course and the presenter seemed to be very knowledgeable on both applications.

Rachel Nowinski, CPA (US)

This was my first webinar with My-CPE and I was impressed with ease of use, thoroughness and presentation

Mary Nicks, CPA (US)

Instructor was knowledgeable, presented information well, and content was relevant.

JLS

John L Suter, CPA (US)

Great program, great presenter

Mary Zaleski, CPA (US)

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.

4 Credits

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Subject Area

Computer Software and Applications

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