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Advanced QuickBooks Online & Excel Analysis

90 Minutes

Recorded Webinar


In this presentation, author and Excel expert David H. Ringstrom, CPA, will cover a wide range of topics to enhance your QuickBooks Online and Microsoft Excel skills. Learn the nuances of exporting QuickBooks Online reports to Excel and Excel’s Protected View feature. David will contrast extracting data from reports using Flash Fill and Text to Columns features and will show you how to streamline report filtering with the Table and Slicer features. You’ll see how to avoid frustration by identifying and converting reports that export from QuickBooks Online in the antiquated .XLS file format. David will also show you the power of using AI to analyze your data by way of the Recommended PivotTables, and Recommended Charts in most versions of Excel, and using natural language queries with the Analyze Data feature in Excel for Microsoft 365. Join us for this informative webinar and elevate your QuickBooks Online and Microsoft Excel proficiency.

David is the author of “Exploring Microsoft Excel's Hidden Treasures: Turbocharge your Excel proficiency with expert tips, automation techniques, and overlooked features”. He demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Excel for Microsoft 365. David draws your attention to any differences in Excel 2021, 2019 or 2016 during the presentation and in his detailed handouts. The handouts include an Excel workbook with most of the examples he uses during his demonstrations.

Excel for Microsoft 365 is a subscription-based product that receives periodic feature updates. Conversely, perpetually licensed versions have year numbers in their names and do not receive any feature updates.

Areas Covered

• Managing the external data security warning that may appear when you link external data into Excel spreadsheets.

• Connecting QuickBooks Online to Power BI.

• Flipping the orientation of a data set by way of the TRANSPOSE function.

• Using Power Query to create self-updating accounting reports that automatically remove issues such as leading spaces before account names.

• Creating self-updating Excel reports by way of the Spreadsheet Sync feature available to QuickBooks Online Advanced subscribers.

• Use the SUMIF function to summarize data based on a single criterion.

• Creating an in-cell list by way of Excel’s Data Validation feature.

• Switching the data source of a Power Query connection to another Excel workbook, such as an export from a different QuickBooks company or a workbook in a new location.

• Customizing the Profit and Loss Report in QuickBooks Online into a twelve month format.

• Importing lists and transactions into QuickBooks Online.

• Introducing the Power Query feature in Excel.

• Merging two or more reports together.

• State the arguments for Excel's SUMIF function.

• Recall which menu the Get Data command appears on in Excel 2019 and later.

• Recall which QuickBooks Online subscription level(s) include the Spreadsheet Sync feature.

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All Access Pass Benefits

$999 per year

  • Access to 12 Live Webinars per year
  • Access to 12 On-Demand Webinars per year
  • All Live and On-Demand webinars include certificates, printable presentation material and handouts
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David H. Ringstrom's Avatar

David H. Ringstrom

Microsoft Excel Expert

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. His mission since then has been to offer quality training on Excel and additional accounting software via live webcasts, on-demand self-study webcasts, and in-house engagements. More than 24 providers, located throughout the country as well as overseas, now look to David for their Excel and accounting software training needs. David’s Excel courses cover the gamut of the software’s features and functions to provide CPAs as well as accounting and financial professionals the knowledge they need to work more efficiently and effectively in Excel. David is known for saying, “Either you work Excel, or it works you.” Based on this belief, he focuses on teaching users what they don’t know but should know about Excel. His comprehensive yet easy to understand presentations cover Excel 2016, 2013, 2010, and 2007. David’s webcasts are fast paced, and he welcomes attendees’ questions. In addition, his detailed handouts and slides serve as handy reference tools students can fall back on after participating in his webcasts or taking his self-study courses.