Course Details

Course Name: Excel: QuickBooks Analysis - Part 1
CPD hours: 2
Type: Online/Video
Price: $120 $108

In this comprehensive and insightful presentation, we explains how you can overcome the limitations of internal reports in QuickBooks and, subsequently, speed up your work in Excel. We 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.

We 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. We also provides an Excel workbook that includes most of the examples he uses during the webcast.

Upon completion of this course, the learner will be able to:
- Identify QuickBooks features and techniques that can be used to streamline reports for faster analysis in Excel.
- Identify the setting that enables certain browsers to launch Excel files exported from QuickBooks Online and other sources.
- Define how to apply Excel’s VLOOKUP function to merge data from two reports.