QuickBooks/Excel Report Speed Tips (Currently Unavailable)

Author: David H. Ringstrom

CPE Credit:  2 hours for CPAs

In this session Excel and QuickBooks expert David H. Ringstrom, CPA shows you how to overcome the limitations of QuickBooks internal reports. David demonstrates techniques like combining two reports into one, as well as creating pivot tables from QuickBooks data.

Publication Date: August 2014

Designed For
Practitioners who would like to learn techniques to streamline reports for faster analysis in Excel.

Topics Covered

  • Learn QuickBooks techniques that may help you avoid needing to analyze data in Excel.
  • Create one-click access to memorized QuickBooks reports.
  • Learn why in many cases you should export reports intended for spreadsheet analysis to a CSV file instead of an Excel workbook.
  • Use the SUMIF function to summarize data based on a single criterion.
  • Make minor changes within QuickBooks that can result in manual effort in Excel.
  • Use Excel's Pivot Table feature to quickly identify anomalies within QuickBooks data.
  • Track customer longevity by creating a report that shows first and last invoice dates by customer.
  • Use look-up functions in Excel to merge data from two or more QuickBooks reports together.

Learning Objectives

  • Recognize QuickBooks features and techniques to streamline reports for faster analysis in Excel
  • Identify QuickBooks data by way of pivot tables in Excel
  • Apply Excel's VLOOKUP function to merge data from two reports together

Level
Intermediate

Instructional Method
Self-Study

NASBA Field of Study
Computer Software & Applications (2 hours)

Program Prerequisites
Must know basics of Quickbooks and Excel

Advance Preparation
None

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