Quickbooks and Excel Reporting from A to Z
Join Excel and Quickbooks expert David Ringstrom as he takes your Quickbooks reporting to whole new level using Excel. Most programs, including Quickbooks, have reporting limitations, but those can easily be overcome using the flexibility of Excel. You will learn a host of techniques, including how to combine two reports into one, create robust Pivot Tables from Quickbooks data and how to avoid the need to analyze data in Excel.
After understanding the basic concepts David will dive deeper into the functionality Excel can provide with your Quickbooks data by covering how to flatten multiple-column reports back into a list format for analysis, how you can visually present a profit and loss report in chart form by way of Waterfall charts, how to clean up Quickbooks reports and how to use the Bing Maps add-in to transform summary data into interactive maps.
This package will transform the way you use and interpret your Quickbooks data. Join David today as he takes you step-by-step how to start making your data more useable and actionable.
Just a few of your benefits of attending:
- Learning QuickBooks techniques that may help you avoid the need to analyze data in Excel.
- 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.
- Mapping sales by city in Excel 2013 and later with Bing Maps.
- Using Slicers in Excel 2013 and later to filter data within reports exported to Excel from QuickBooks.
- Streamlining the process of building Waterfall charts from QuickBooks Online Profit & Loss reports by way of the SUMIF function.
- Utilizing the Timeline feature in Excel 2013 and later to filter pivot tables based on date ranges.
- Webinars: 2 in this package
- Available Credits: CPE (4)
- Industry: Taxation and Accounting
"This information was extremely helpful, and the presenter really was an expert in Excel. I will definitely be able to use this webinar in my work."
- Aurora Attendee