Basic QuickBooks Online/Microsoft Excel Data Analysis

In this presentation of Excel, David Ringstrom, CPA, shows you how to avoid frustration by pointing out issues in QuickBooks Online reports that can derail data analysis. You'll also see how to quickly transform QuickBooks reports into interactive tools that let you toggle between summary and detail views as needed.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Microsoft 365 (formerly Office 365) version of Excel. David draws your attention to any differences in the older versions of Excel (2021, 2019, 2016 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.

Microsoft 365 is a subscription-based product that provides new feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don't change. Perpetual licensed versions have year numbers, such as Excel 2021, Excel 2019, and so on.

Who should attend: Practitioners who want to streamline their reports by accessing QuickBooks data using Excel.

Topics covered:

• Comparing classic versus reports in QuickBooks Online.

• Exporting classic and enhanced reports in QuickBooks Online.

• Setting QuickBooks Online reports exported to Excel to open automatically, rather than being sidelined in the downloads bar of your browser.

Understanding how to manage the Protected View prompt in Excel 2010 and later.

• Demonstrating issues that can hamstring data analysis in QuickBooks Online classic and enhanced reports.

Cost - $49.95

CPE Credits Available - 1

Subject Area/Field of Study: Practice Management

Course Level: Basic

Instructional Method: Group Internet Based

Prerequisites: None

Advanced Preparation Requirements: None

Who should attend: Bookkeepers, CPAs, EAs, Accountants, Small Business Advisors, Tax Professionals