| Attend upcoming webinar and earn continuing education credits. | Streamlining QuickBooks and Excel Reports (2-part series) | | | | | | | | July | | | | 25-26 | | 3 pm - 4:40 pm ET | | | Presenter: David Ringstrom, an author and nationally recognized instructor | | | Credits: CPE (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 | | | | | | | | | | | | Streamlining QuickBooks and Excel Reports Part 1
July 25th, 2018, 3:00 PM to 4:40 PM ET
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 learn how to: - Recognize QuickBooks features and techniques to streamline reports for faster analysis in Excel
- Summarize QuickBooks data by way of Excel pivot tables
- Recall how to filter based on cell contents with a single keystroke or mouse click
Upon course completion, you will be able to: - Describe why, in many cases, you should export reports intended for spreadsheet analysis to a .CSV file instead of an Excel workbook
- Describe how to use the undocumented DATEDIF worksheet function
- Use a wildcard character with SUMIF to summarize data based on a partial match
- Create one-click access to memorized QuickBooks reports
- Trace customer longevity by creating a report that shows first and last invoice dates by customer
- Use Excel's PivotTable feature to quickly identify anomalies within QuickBooks data
- Bypass filter drop-down lists by filtering based on cell contents with a single keystroke or mouse click
- Utilize QuickBooks techniques that may help you avoid the need to analyze data in Excel
- Make minor changes within QuickBooks that can result in less manual effort in Excel
Streamlining QuickBooks and Excel Reports Part 2
July 26th, 2018, 3:00 PM to 4:40 PM ET
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 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 learn how to: - Use Excel's Text to Columns feature
- Define the ideal data for use with creating pivot table reports
- Apply Trace Dependents and Trace Precedents while auditing formulas
Upon course completion, you will be able to: - Transform a report, such as a Profit & Loss by Class report, into a list you can then analyze with pivot tables and other tools
- Remove the Text number format from reports you export to Excel from QuickBooks
- Utilize filtering to remove extraneous total rows and headings from your data
- Remove blanks and unwanted rows from reports
- Concatenate multiple columns of account numbers into a single column
- Capitalize on the hidden Multiple Consolidation Ranges feature to summarize data into a pivot table format
- Undo the Table feature within data that you've drilled down into from a pivot table
- Utilize Text to Columns to separate accounts and subaccounts into multiple columns
- Convert formulas to values within an exported QuickBooks report
- Utilize Bing Maps in Excel 2013 and later within supported types of workbooks
- Concatenate multiple address fields into a single combined field and removing duplicates
- Interact with mapped data to see underlying data points
- Utilize Bing Maps in Excel 2013 and later to convert data so you can map sales by city and state
- Correct nuances in mapped data when Bing Maps misinterprets your data
| | | | | | | | | | 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 1,500 on-demand courses | | | | | | |
No comments:
Post a Comment