In this practical webinar, Excel and QuickBooks expert, David Ringstrom, CPA, shares helpful tips to help you overcome the limitations of internal reports in QuickBooks – and, subsequently, speed up your work in Excel. You will learn several techniques, including how to combine two reports into one, create an Excel pivot table from QuickBooks data, avoid the need to analyze data in Excel, and more.
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:
- Why, in many cases, you should export reports intended for spreadsheet analysis to a .CSV file instead of an Excel workbook
- How to use the undocumented DATEDIF worksheet function
- How to use a wildcard character with SUMIF to summarize data based on a partial match
- How to create one-click access to memorized QuickBooks reports
- How to trace customer longevity by creating a report that shows first and last invoice dates by customer
- How to use Excel’s PivotTable feature to quickly identify anomalies within QuickBooks data
- How to bypass filter drop-down lists by filtering based on cell contents with a single keystroke or mouse click
- QuickBooks techniques that may help you avoid the need to analyze data in Excel
- How to make minor changes within QuickBooks that can result in less manual effort in Excel
Upon course completion, you will be able to:
- Identify the setting that enables certain browsers to launch Excel files exported from QuickBooks Online and other sources
- Recall the keyboard shortcut that enables you to delete one or more rows or columns that you’ve selected
- Summarize QuickBooks data by way of Excel pivot tables
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: Group-Internet Based for the Live Program. [If you attend the program on-demand (after the live date), you will receive 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.