Excel Illuminated: QuickBooks Analysis – Part 1

Course Information

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Title: Excel Illuminated: QuickBooks Analysis – Part 1
Category: Computer Software
Field of Study: Computer Software and Applications
Course Code: M066
CPE Credits: 2.0
Price: 19.95

Description

Description:

In this course, 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. 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

Course Details

Category: Computer Software

Field of Study: Computer Software and Applications

Passing Score: 70%

Technical Details: CA, FL: Computer Software and Applications are technical subjects TX: Computer Software and Applications are non-technical subject for TX. NY: Advisory Services includes Computer Software and Application

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Objectives

Objectives:

1. Identify QuickBooks features and techniques that can be used to streamline reports for faster analysis in Excel. 2. Recognize how to analyze QuickBooks data by way of pivot tables in Excel. 3. Identify the setting that enables certain browsers to launch Excel files exported from QuickBooks Online and other sources.

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Profession

NASBA: Yes

QAS: Yes

CPA: Suitable for all CPAs

IRS: No IRS credit for Enrolled Agents.

Profession Identifiers: CPA