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In today’s data-driven environment, standard financial reports are often just the starting point. To provide truly strategic advice, you need to go beyond the basic Profit & Loss statement. In this advanced session, author and Excel expert David H. Ringstrom, CPA, demonstrates how to bridge the gap between QuickBooks Online Advanced and Microsoft 365 to unlock deeper financial insights.
David will guide you through the newest "trending" features of 2026, including Spreadsheet Sync for automated report refreshes and QuickBooks Online’s enhanced custom fields for granular tracking. You’ll learn how to overcome the limitations of internal reporting by utilizing Power Query to clean messy data and AI-driven PivotTables to identify trends that manual analysis might miss. As always, David demonstrates every technique at least twice: first on a step-by-step slide and then live in Excel, ensuring you can immediately apply these high-impact workflows to your practice
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Live Q&A session will be held after the event.
PowerPoint presentation for reference
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