In this insightful presentation, Excel and QuickBooks expert David Ringstrom, CPA, explains how to overcome the limitations of internal reports in QuickBooks and, subsequently, 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.
Course Publication Date:
July 20, 2020
This course is available with
NO ADDITIONAL FEE if you have an active
self study membership or
all access membership or
webinar membership or can be purchased for
$20.00!
| Author: | David Ringstrom |
| Course No: | COMP-QUICK-12230 |
| Recommended CPE: | 2.00 |
| Delivery Method: | QAS Self Study |
| Level of Knowledge: | Basic |
| Prerequisites: | Experience with QuickBooks and Excel |
| Advanced Preparation: | None |
| Recommended Field of Study: | Computer Software and Applications
Webinars - On Demand
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Learning Objectives
- Recall how to analyze QuickBooks data by way of pivot tables in Excel.
- Identify the setting that enables certain browsers to launch Excel files exported from QuickBooks Online and other sources.
- Recall the keyboard shortcut that enables you to delete one or more rows or columns that you’ve selected.