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ADVANCED QUICKBOOKS ONLINE ANALYSIS 2024




 Available : All Days  Presented By : David H. Ringstrom  Category : Information
& Technologies  Event Type : Recorded Webinar

For group or any booking support, contact:  cs@ecowebinar.com  + 1 (866)
755-8624 (US Toll Free)


Recording $229 Transcript $229 DVD $249 Flash Drive $249 Recording & Transcript
$399



DESCRIPTION

In this presentation, author and Excel expert David H. Ringstrom, CPA, will
cover a wide range of topics to enhance your QuickBooks Online and Microsoft
Excel skills. Learn the nuances of exporting QuickBooks Online reports to Excel
and Excel’s Protected View feature. David will contrast extracting data from
reports using Flash Fill and Text to Columns features and will show you how to
streamline report filtering with the Table and Slicer features. You’ll see how
to avoid frustration by identifying and converting reports that export from
QuickBooks Online in the antiquated. XLS file format. David will also show you
the power of using AI to analyze your data by way of the Recommended PivotTables
and Recommended Charts in most versions of Excel and using natural language
queries with the Analyze Data feature in Excel for Microsoft 365. Join us for
this informative webinar and elevate your QuickBooks Online and Microsoft Excel
proficiency.

David is the author of “Exploring Microsoft Excel’s Hidden Treasures:
Turbocharge your Excel Proficiency with expert tips, automation techniques, and
overlooked features”. He demonstrates every technique at least twice: first, on
a PowerPoint slide with numbered steps, and second, in the subscription-based
Excel for Microsoft 365. David draws your attention to any differences in Excel
2021, 2019, or 2016 during the presentation and in his detailed handouts. The
handouts include an Excel workbook with most of the examples he uses during his
demonstrations.

Excel for Microsoft 365 is a subscription-based product that receives periodic
feature updates. Conversely, perpetually licensed versions have year numbers in
their names and do not receive any feature updates.


LEARNING OBJECTIVES:-

 * State the arguments for Excel’s SUMIF function.
 * Recall which menu the Get Data command appears on in Excel 2019 and later.
 * Recall which QuickBooks Online subscription level(s) include the Spreadsheet
   Sync feature.


AREAS COVERED:-

 * Customizing the Profit and Loss Report in QuickBooks Online into a
   twelve-month format.
 * Flipping the orientation of a data set by way of the TRANSPOSE function.
 * Switching the data source of a Power Query connection to another Excel
   workbook, such as an export from a different QuickBooks company or a workbook
   in a new location.
 * Introducing the Power Query feature in Excel.
 * Managing the external data security warning that may appear when you link
   external data into Excel spreadsheets.
 * Creating self-updating Excel reports by way of the Spreadsheet Sync feature
   available to QuickBooks Online Advanced subscribers.
 * Creating an in-cell list by way of Excel’s Data Validation feature.
 * Automating the extraction of data for a given month or year to date by way of
   the OFFSET function.
 * Importing lists and transactions into QuickBooks Online.
 * Use the SUMIF function to summarize data based on a single criterion.
 * Using Power Query to create self-updating accounting reports that
   automatically remove issues such as leading spaces before account names.
 * Merging two or more reports together.


WHO SHOULD ATTEND:-

Professionals seeking to use Microsoft Excel and QuickBooks Online together more
effectively.

PRESENTED BY : DAVID H. RINGSTROM

David H. Ringstrom, CPA, is an author and nationally recognized instructor who
teaches scores of webinars each year. His Excel courses are based on over 25
years of consulting and teaching experience. David’s mantra is “Either you work
Excel, or it works you,” so he focuses on what he sees users don’t, but should,
know about Microsoft Excel. His goal is to empower you to use Excel more
effectively.


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