| Attend upcoming webinar and earn continuing education credits. | Streamlining QuickBooks and Excel Reports | | | | | | | | March | | | | 22 | | 1 pm - 2:40 pm ET | | | Presenter: David Ringstrom, author and nationally recognized instructor | | | Credits: CPE, IRS EA (Credit Details) | | | Can't attend live? By registering, you will be able to view the course live, view a recording at any time after the live presentation, or both. | | | Viewing Options: View on your computer, tablet, or smartphone | | | | | | | | | | | | Excel and QuickBooks expert David Ringstrom, CPA, shares helpful tips to help you overcome the limitations of internal reports in QuickBooks and speed up your work in Excel. David outlines 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.
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 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.
Topics Covered: - Learning why, in many cases, you should export reports intended for spreadsheet analysis to a .CSV file instead of an Excel workbook.
- Learning how to use the undocumented DATEDIF worksheet function.
- Using a wildcard character with SUMIF to summarize data based on a partial match.
- Creating one-click access to memorized QuickBooks reports.
- Tracing customer longevity by creating a report that shows first and last invoice dates by customer.
- Using Excel's PivotTable feature to quickly identify anomalies within QuickBooks data.
- Bypassing filter drop-down lists by filtering based on cell contents with a single keystroke or mouse click.
- Learning QuickBooks techniques that may help you avoid the need to analyze data in Excel.
- Making minor changes within QuickBooks that can result in less manual effort in Excel.
| | | | | | | | | | 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. | | | | | | | | | | | ● Earn continuing education credit for no additional fee
● Access courses on your computer, tablet, or smartphone
● More than 75 live webinars each month
● More than 1,300 on-demand courses | | | | | | |
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