• Course Information

    Title: Excel Illuminated: QuickBooks Analysis - Part 2
    Category: Computer Software
    Field of Study: Computer Software and Applications
    Course Code: S020-0719
    CPE Credits: 2.0
    Price: $19.95
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Description

Description:
In this course, 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 presentation.

Delivery Method: Online Interactive Self Study

Level: Intermediate

Prerequisites: None

Advanced Preparation: None

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Course Details

Author: David Ringstrom

Category: Computer Software

Field of Study: Computer Software and Applications

Passing Score: 70%

Publication Date: 08/05/2020

Technical Details: Computer Software and Applications are technical subjects for FL and CA but non-technical subjects for TX.

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Objectives

Objectives:
1. Identify how to use Excel's Text to Columns feature.
2. Recognize the ideal data for use with creating pivot table reports.
3. Identify the keystroke that enables you to select two or more non-adjacent items from a Slicer.

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Profession

NASBA: Yes

QAS: Yes

CPA: Suitable for all CPAs

IRS: No IRS credit for Enrolled Agents.

Profession Identifiers : CPA

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