Stop fighting your accounting software and start building self-updating, high-impact financial reports in Excel.
In this presentation, author and Excel expert David H. Ringstrom, CPA, will guide you through the intricacies of analyzing QuickBooks Desktop data using Microsoft 365 for Windows. Attendees will learn how to open a QuickBooks Sample Company and export Profit & Loss data to Excel via CSV, along with best practices for opening CSV files manually. David will demonstrate self-updating connections to CSV files, minor data clean-up techniques, and utilizing SUMIF wildcards for matching data.
The session will also cover creating Transaction Detail Reports, summarizing data with PivotTables, and effectively slicing QuickBooks data. Participants will discover how to customize and export reports to Excel, including merging multiple reports for comprehensive analysis. Finally, David will address Power Query properties and data connection security prompts, ensuring you leave equipped with actionable insights and the confidence to apply what you've learned.
CPA, Author, Professional Excel Spreadsheet Trainer and Consultant
David H. Ringstrom, CPA, is the author of Microsoft 365 Excel for Dummies, and a nationally recognized instructor who has taught over 2,500 live webinars. His Excel courses are based on over 30 years of consulting and teaching experience. David’s catchphrase is “Either you work Excel, or it works you,” so he focuses on what he sees users don’t, but should know about Microsoft Excel. His goal is to empower you to use Excel more effectively. David has authored or co-authored 10 books, including Exploring Microsoft Excel's Hidden Treasures, QuickBooks Online for Dummies, and Idiot's Guide to Introductory Accounting.
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