Analyzing Data with QuickBooks and Microsoft Excel

Maximize QuickBooks: Excel Analysis
27 Aug 2018
- 01:00 PM to 02:30 PM EST
90 Minutes

In this webinar you’ll learn how to streamline report clean-up in Excel, and avoid frustration in unlocking data from QuickBooks. And how to overcome the limitations of QuickBooks internal reports.

Maximize QuickBooks: Excel Analysis

Acclaimed Microsoft Excel expert David H. Ringstrom, CPA, is the president and owner of Accounting Advisors Inc. based in Atlanta, Georgia. David founded Accounting Advisors in 1991 as a consulting-services business, but in 2009, he began teaching for continuing education providers as well.

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Excel is the accountants' tool of choice for analyzing data, but their analyses often find their way into formal reports and presentations. Creating financial statements from QuickBooks data can be a tricky endeavor. Excel and QuickBooks expert David Ringstrom, CPA, delves deeper into ways to analyze data from QuickBooks Desktop and QuickBooks Online. Among many other topics, David covers how to flatten multiple-column reports back into a list format for further analysis, how Excel 2016 users can visually present a summary profit and loss report in chart form by way of Waterfall charts, how users of Excel 2013 and later can implement the Bing Maps add-in to transform summary data into interactive maps, and how users of earlier versions of Excel can clean up their QuickBooks reports. He will also share helpful tips to help you overcome the limitations of internal reports in QuickBooks and speed up your work in Excel.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 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.

Topics/Areas Typically Covered:

  • Transforming a report, such as a Profit & Loss by Class report, into a list you can then analyze with pivot tables and other tools.
  • Removing the Text number format from reports you export to Excel from QuickBooks.
  • Utilizing filtering to remove extraneous total rows and headings from your data.
  • Removing blanks and unwanted rows from reports.
  • Concatenating multiple columns of account numbers into a single column.
  • Capitalizing on the hidden Multiple Consolidation Ranges feature to summarize data into a pivot table format.
  • Undoing the Table feature within data that you’ve drilled down into from a pivot table.
  • Utilizing Text to Columns to separate accounts and subaccounts into multiple columns.
  • Converting formulas to values within an exported QuickBooks report.
  • Utilizing Bing Maps in Excel 2013 and later within supported types of workbooks.
  • Concatenating multiple address fields into a single combined field and removing duplicates.
  • Interacting with mapped data to see underlying data points.
  • Utilizing Bing Maps in Excel 2013 and later to convert data so you can map sales by city and state.
  • Correcting nuances in mapped data when Bing Maps misinterprets your data.

Learning Objectives/Why You Should Attend:

  • Identify how to use Excel’s Text to Columns feature.
  • Define the ideal data for use with creating pivot table reports.
  • Applying Trace Dependents and Trace Precedents while auditing formulas.

Target Industries:

  • Accounting and Finance
  • Business
  • Excel Users
  • Consulting
  • IT
  • Auditing
  • Human Resources
  • Marketing
  • Sales
  • Government
  • Tax

Target Job Title:

  • Accountants
  • CPAs
  • CFOs
  • Controllers
  • Income Tax Preparers
  • Enrolled Agents
  • Financial Consultants
  • IT Professionals
  • Auditors
  • Human Resource Personnel
  • Bookkeepers
  • Excel Users
  • Marketers
  • Government Personnel

What You Get

• Training Materials
• Live Q&A Session with the Speaker
• Participation Certificate
• Earn 100 Loyalty points with every booking. You can redeem one live webinar with 300 loyalty points.

At the Q&A session following the live event, ask a question and get a direct response from our expert speaker

Important Note

1. For Live webinar attendee, you can find webinar joining details at user dashboard. (Create an account)
2. Live webinar attendees can download the participation certificate & credit points from dashboard after approval.
3. For Web download - You can download recorded video & handouts from user dashboard after Live webinar session.

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