Excel Competency: QuickBooks Analysis Part 1


October 16, 2019


David H. Ringstrom, CPA

  12:00 PM ET | 11:00 AM CT | 09:00 AM PT | 90 Minutes

* Not able to attend the live session? We can arrange an on-demand session for You. Please call 1-‪814-892-0304


Excel and QuickBooks expert David Ringstrom, CPA, shares helpful tips to help you overcome the limitations of internal reports in QuickBooks and, subsequently, speed up your work in Excel. David outlines several techniques, including how to combine two reports into one, create an Excel pivot table from QuickBooks data, avoid the need to analyze data in Excel, and more.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Office 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 webcast.

Learning Objectives:

  • Identify the setting that enables certain browsers to launch Excel files exported from QuickBooks Online and other sources.
  • Recall the keyboard shortcut that enables you to delete one or more rows or columns that you’ve selected.
  • Summarize QuickBooks data by way of Excel pivot tables.

Area Covered in this Session:

  • Learning why, in many cases, you should export reports intended for spreadsheet analysis to a .CSV file instead of an Excel workbook.
  • Learning how to use the undocumented DATEDIF worksheet function.
  • Using a wildcard character with SUMIF to summarize data based on a partial match.
  • Creating one-click access to memorized QuickBooks reports.
  • Tracing customer longevity by creating a report that shows first and last invoice dates by customer.
  • Using Excel’s PivotTable feature to quickly identify anomalies within QuickBooks data.
  • Bypassing filter drop-down lists by filtering based on cell contents with a single keystroke or mouse click.
  • Learning QuickBooks techniques that may help you avoid the need to analyze data in Excel.
  • Making minor changes within QuickBooks that can result in less manual effort in Excel.

Who Should Attend:

  • CPA
  • Tax Professionals
  • Accounting Professionals
  • Accountant
  • Payroll Professionals
  • Practitioners who wish to learn how to create and combine Excel reports from QuickBooks data.

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