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

Learning objectives:

  • Identify which QuickBooks Online subscription levels include Spreadsheet Sync and how to use it to create self-updating Excel reports.
  • Apply Power Query techniques to automate the removal of leading spaces, blank rows, and formatting pitfalls from exported QBO data.
  • Utilize the Analyze Data feature in Microsoft 365 to perform natural language queries for instant visual analysis.
  • Demonstrate how to use SUMIF with wildcard characters to summarize data based on flexible criteria from messy exports.
  • Execute a multi-report merge, combining data from different sources into a single, cohesive dashboard using Excel’s Data Model.

Area Covered in this session:

  • Automated Data Pipelines: Stop the "export-clean-repeat" cycle. Learn to link Excel directly to QBO for one-click report updates.
  • Mastering Advanced Custom Fields: Discover how to leverage QBO Advanced’s 48+ custom fields to track specific KPIs and project-level data.
  • AI & Natural Language Analysis: See how to ask Excel questions like "Show me sales by region for the last 12 months" and get instant charts without building formulas.
  • The Power Query Edge: Transform "ugly" reports into analysis-ready tables by flattening multiple-column reports and cleaning data in seconds.
  • Financial Visibility Tools: A deep dive into Waterfall charts for P&L analysis and Slicers for interactive filtering that will impress your clients.
  • Error-Proofing Your Books: Using XLOOKUP and Solver to identify anomalies, find missing transactions, and reconcile complex accounts.

Live Q&A session will be held after the event.

PowerPoint presentation for reference

Who Should Attend?

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

Credits and Other information :

  • IRS CPE Credits: 2.0 Accounting
  • Session Prerequisites and preparation: None
  • Session learning level: Basic
  • Location: Virtual/Online
  • Delivery method: Group Internet Based
  • IRS Course ID: DFFSC
  • Attendance Requirement: Yes
  • Session Duration: 120 Min
  • Case Studies and Live Q&A session with speaker

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