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Get Killer QuickBooks Reports with 10 Simple Excel Strategies (IME1301)

Presented by: David Ringstrom, CPA
(*) Single User Price. For multiple users please call 1-844-384-4744
Pre Recorded Audio Conference
60 minutes
Event Description

Do you find yourself stuck with QuickBooks reports? Sometimes these reports don't present the data your way or maybe they don't explain you the data you need to know. When not used in the right way, QuickBooks can be quite confusing and as such mistakes are likely to happen.

But you don't have to let these mistakes take away your precious time, money and sanity anymore. Join Excel expert David Ringstrom, CPA for a mind-opening and riveting live webinar, Get Killer QuickBooks Reports with 10 Simple Excel Strategies on February 4, 2013. This event is available all day (on the date of webinar). In this informative and fast paced session he will share with you a variety of tricks and techniques that you can use to analyze QuickBooks data in Excel.

David will teach from Excel 2013 and QuickBooks 2013, but his materials will include alternate instructions when applicable for Excel 2003, 2007, and 2010 as well as QuickBooks 2011 and 2012.

Here is an insight to what you will be able to learn:

  • Create one-click access for reports that you often send to Excel
  • Understand when and why it's sometimes better to send QuickBooks data to CSV files instead of directly to an Excel worksheet
  • Discover QuickBooks options that can minimize effort once in Excel
  • Once your data is in Excel, use the Filter feature to eliminate unwanted rows
  • Use Excel's Go To Special feature to quickly fill in gaps within QuickBooks data
  • Use the SUMIF function to summarize data based on criteria you provide
  • Use the Subtotal feature to create a report that you can expand and collapse on demand
  • Use the Table feature in Excel 2007 and later to transform QuickBooks data into an interactive list
  • Use Excel's Pivot Table feature to instantly summarize QuickBooks data into useful reports
  • Take pivot tables further by using the Group feature to subtotal transactions by month, quarter, and/or year

Plus, you get the opportunity to ask questions of the expert, even if they're not specifically related to the material in the presentation. Learn how to use data analysis features in Excel, such as Tables, Filter, Subtotal, Pivot Tables, and more to quickly get your arms around QuickBooks data.

About Our Speaker(s)

David Ringstrom | Microsoft Excel Courses  SpeakerDavid Ringstrom CPA
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 shou... More info

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    Event Title: Get Killer QuickBooks Reports with 10 Simple Excel Strategies
    Presenter(s): David Ringstrom, CPA

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