Excel Analyzing Data in QuickBooks/Excel Reports
- Speaker:David H. Ringstrom, CPA
- Product Code:GRC-NR16
- NASBA CPE: 1.5
NASBA CPE Credits: 1.5
GRCTS is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org.
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In this valuable presentation, Excel and QuickBooks expert David Ringstrom, CPA, teaches you how to overcome the limitations of QuickBooks internal reports for faster data analysis in Excel. David shows you 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 Office 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 webcast.
Office 365 is a subscription-based product that provides new-feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don’t change. Perpetual licensed versions have year numbers, such as Excel 2019, Excel 2016, and so on.
- Learning QuickBooks techniques that may help you avoid the need to analyze data in Excel.
- Creating one-click access to memorized QuickBooks reports.
- Learning why in many cases you should export reports intended for spreadsheet analysis to a .CSV file instead of an Excel workbook.
- Bypassing filter drop-down lists by filtering based on cell contents with a single keystroke or mouse click.
- Using Excel’s PivotTable feature to quickly identify anomalies within QuickBooks data.
- Tracking customer longevity by creating a report that shows first and last invoice dates by customer.
- Revealing the undocumented DATEDIF function in Excel for determining the number of months or years between two dates.
- Extending the functionality of the SUMIF function by incorporating wildcard characters within a formula.
- Employing the Text to Columns feature to transform text-based dates into numeric values that Excel recognizes as dates.
- Apply QuickBooks features and techniques to streamline reports for faster analysis in Excel.
- Recall how to analyze QuickBooks data by way of pivot tables in Excel.
- Identify which Excel function allows you to incorporate wildcard characters within formulas.
Who Can Attend:
- Practitioners who can benefit from learning how to create monthly financial statements more effectively using Excel.
- Anyone who wants to grow in the area of Excel Spreadsheet
- Excel Developers
- Companies that depend highly on Excel.
NASBA CPE - 1.5
Group Internet Based | 1.5 NASBA Credits (1 CPE for 50 minutes) | Computer Software & Applications (1.5 CPE) | Intermediate | Prerequisites - Previous Experience with Excel Spreadsheets | No advance preparation
Nationally recognized Microsoft Excel expert David H. Ringstrom, CPA, is the president and owner of Accounting Advisors, Inc. based in Atlanta, Georgia. David founded Accounting Advisors in 1991 as a consulting-services business, later he began teaching continuing education classes as well. His mission since is to offer quality training and consulting services on Microsoft Excel via live webcasts, on-demand self-study webcasts, and in-house engagements. David has taught hundreds of webinars on Excel and other topics, in addition to speaking at conferences and in-house engagements.
David has developed training courses based on his 25 years of experience in Consulting. David’s mantra is “Either you work Excel, or it works you,” so he focuses on what many users don’t know but should know about Microsoft Excel.
His mission is to offer quality training on Excel and additional accounting software via live webcasts, on-demand self-study webcasts, and in-house engagements. More than 24 providers, located throughout the country as well as overseas, now look to David for their Excel and accounting software training needs.
David’s Excel courses cover the gamut of the software’s features and functions to provide CPAs as well as accounting and financial professionals the knowledge they need to work more efficiently and effectively in Excel. His comprehensive yet easy to understand presentations cover Excel 2016, 2013, 2010, and 2007. David’s webcasts are fast paced, and he welcomes attendees’ questions. In addition, his detailed handouts and slides serve as handy reference tools students can fall back on after participating in his webcasts or taking his self-study courses.
GRCTS is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org