Course Information
Excel Illuminated: QuickBooks Analysis – Part 2
Course Information
| Title: | Excel Illuminated: QuickBooks Analysis – Part 2 |
|---|---|
| Category: | Computer Software |
| Field of Study: | Computer Software and Applications |
| Course Code: | M067 |
| CPE Credits: | 2.0 |
| Price: | 19.95 |
Description
Description:
In this course, Excel and QuickBooks expert David Ringstrom, CPA, presents additional ways to analyze data from QuickBooks Desktop and QuickBooks Online in this follow-up to part 1. Among other topics, David covers how to flatten multiple-column reports back into a list format for further analysis, how users of Excel 2016 and later can visually present a summary profit and loss report in chart form by way of Waterfall charts, how users of Excel 2013 and later can implement the Bing Maps add-in to transform summary data into interactive maps, and how users of earlier versions of Excel can clean up their QuickBooks reports. 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 m
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 how to use Excel’s Text to Columns feature. 2. Recognize the ideal data for use with creating pivot table reports. 3. Identify the keystroke that enables you to select two or more non-adjacent items from a Slicer.
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Profession
NASBA: Yes
QAS: Yes
CPA: Suitable for all CPAs
IRS: No IRS credit for Enrolled Agents.
Profession Identifiers: CPA