This certificate is for CPAs, Bookkeepers, and those aspiring to advance in these fields, in Canada who want to master financial data handling. This certificate focuses on understanding and using Quickbooks Desktop and Excel. Each Module contains the information necessary to understand the next, so you will never feel stranded in the unknown. Begin with an introductory guide to financial and statistical functions, starting with the basics and moving to more complex, specific analyses.
Learn how to use QuickBooks® Desktop, Power BI, and Excel more effectively and get the most out of your software tools.
Module 1- Introduction to Financial and Statistical Functions
Start at the beginning with this Module, essential for gaining a fuller understanding of the Modules to follow. If you've ever wondered what financial functions actually are, how to calculate depreciation, or what the deal is with one-click forecasting, this Module will answer all your questions and more.
Module 2 - Learn QuickBooks essentials
The second Module zeros in on QuickBooks for Canadians. You'll begin by learning the basics of QuickBooks, like how to create a company file, set preferences, and create invoices and statements. With that under your belt, you'll move on to more advanced functions like how to work with vendors, processing payroll taxes, and running budget reports.
Module 3: Analysis in Excel
In this module, you'll learn everything you need to know about processing in Excel, from cleaning up data so it's useable, to conducting analysis of the data, to how to display the data in the most meaningful way. Lastly, advanced techniques regarding forecasting, such as Forecast Sheets, Linear Forecast, and Forecast Smoothing will be explained in detail.
Module 4: Power BI - Data visualization
In this last module, you will learn about Power Query, and how to use this tool to organize and clean our data. Next, you will learn how to build a data model and how to effectively present data.
Perfect for those who want to...
Save extra $250 per yearGet a $250 rebate on your purchase. Using the Canada Training Credit. Click here for more information*.