Course Information
Excel Illuminated: QuickBooks Analysis – Part 1
Course Information
| Title: | Excel Illuminated: QuickBooks Analysis – Part 1 |
|---|---|
| Category: | Computer Software |
| Field of Study: | Computer Software and Applications |
| Course Code: | M066 |
| CPE Credits: | 2.0 |
| Price: | 19.95 |
Description
Description:
In this course, Excel and QuickBooks expert David Ringstrom, CPA, shares valuable tips to help you overcome the limitations of QuickBooks internal reports. David teaches 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 Microsoft 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 presentation.
Delivery Method: Online Interactive Self Study
Level: Intermediate
Prerequisites: None
Advanced Preparation: None
Course Details
Category: Computer Software
Field of Study: Computer Software and Applications
Passing Score: 70%
Technical Details: CA, FL: Computer Software and Applications are technical subjects TX: Computer Software and Applications are non-technical subject for TX. NY: Advisory Services includes Computer Software and Application
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Objectives
Objectives:
1. Identify QuickBooks features and techniques that can be used to streamline reports for faster analysis in Excel. 2. Recognize how to analyze QuickBooks data by way of pivot tables in Excel. 3. Identify the setting that enables certain browsers to launch Excel files exported from QuickBooks Online and other sources.
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Profession
NASBA: Yes
QAS: Yes
CPA: Suitable for all CPAs
IRS: No IRS credit for Enrolled Agents.
Profession Identifiers: CPA