In Part 2 of QuickBooks/Excel Reports, Excel and QuickBooks expert, David Ringstrom, CPA, explains additional ways you can analyze data from QuickBooks Desktop and QuickBooks Online. Among many other topics, you will learn how to flatten multiple-column reports back into a list format for further analysis, how Excel 2016 (and later) users 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.
You will see each technique demonstrated at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2019. You will identify differences in Excel 2016, 2013, or 2010, and will receive detailed handouts. You will also receive an Excel workbook that includes the examples presented during the webinar.
You will learn how to:
- Use Text to Columns in all versions of Excel to separate a tiered QuickBooks chart of accounts into columns
- Utilize the Timeline feature in Excel 2013 (and later) to filter pivot tables based on date ranges
- Flatten the Profit & Loss by Class report to unlock the data for analysis by way of pivot tables, filtering, and other tools in Excel
- Map sales by city in Excel 2013 (and later) with Bing Maps
- Illustrate financial statements with the Waterfall chart in Excel 2016 (and later)
- Use Slicers in Excel 2013 (and later) to filter data within reports exported to Excel from QuickBooks
- Streamline the process of building Waterfall charts from QuickBooks Online Profit & Loss reports by way of the SUMIF function
- Streamline filtering of lists in Excel 2013 (and later) by using the Slicer feature with tables
- Filter transactions from QuickBooks reports by date in any version of Excel
- Export customer contact lists from QuickBooks Online and QuickBooks Desktop
Upon course completion, you will be able to:
- Recall the keystroke that enables you to select two or more non-adjacent items from a Slicer
- Identify which versions of Excel offer the Timeline feature
- Determine which versions of Excel offer the Bing Maps feature, and how to use it
Suggested Audience: Practitioners who wish to learn more about creating and combining Excel reports from QuickBooks data.
Program Prerequisites: None. Experience with QuickBooks and Excel Recommended
Advance Preparation: None
NASBA Field of Study: Computer Software & Applications (2 hours each)
Program Level: Intermediate
Credit Type: Self-Study credit (Please note that to receive Self-Study credit you will need to complete a final exam after viewing the webinar.)
To register for both parts of this webinar series together, please click here.
David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on 25 years of consulting and teaching experience. David’s mantra is “Either you work Excel, or it works you,” so he focuses on what he sees users don’t, but should, know about Microsoft Excel. His goal is to empower you to use Excel more effectively.
|Credit||Value||Field of Study||Format|
|CPE||2||Computer Software & Applications||On-Demand/Recording|
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CPE Credit - Maximum Credit Hours: Please see above. You must attend at least 50 minutes to obtain credit. Fields of Study: Please see above. Teaching Method: Lecture. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state’s regulatory board.
Clear Law Institute has registered with the Texas State Board of Public Accountancy as a CPE Sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE Program.
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