So, you’ve got a pretty good understanding of how to process routine transactions in QuickBooks and how to generate basic financial reports. Yet, you’re probably thinking that there is a great deal of hidden power that you would like to tap to assist in meeting reporting needs, transaction entry, and data analysis. If so, you’re right; that hidden power lies in the integration between QuickBooks and Excel.
Many QuickBooks users know how to export financial statements and other reports to Excel and believe that to be the extent of QuickBooks integration with Excel; nothing could be further from the truth! To illustrate, Excel can be used to assist in QuickBooks data entry and data analysis. You can also use Excel to enhance financial and operational reporting, build PivotTables dynamically linked to QuickBooks data, and even export data out of QuickBooks for in-depth analysis.
If you’ve found yourself re-keying QuickBooks data into Excel spreadsheets, then this course is for you! Not only will you learn how to be more accurate in your work, you’ll also learn how to be more efficient. Don’t miss this chance to become a more effective user of two of the world’s best-selling software applications!
Course Information:
CPE Credit: Recommended 4 Hours Specialized Knowledge and Applications
Instructional delivery method: Group-live demo and discussion using color computer projection - NOT a hands-on course
Prerequisites: Basic understanding of Excel and QuickBooks
Program level: Intermediate
Advanced preparation: None
Designed for: Accountants who desire to enhance data entry, analysis, and reporting by integrating QuickBooks more thoroughly with Excel
Who should attend: Accountants who have a basic understanding of QuickBooks operations and wish to learn how to integrate QuickBooks more thoroughly with Excel
Course Highlights:
- Exporting financial statements and reports to Excel more efficiently
- Using Excel to assist with importing data into the Chart of Accounts and other lists
- Importing transactions through Excel templates
- Exporting data to Excel
- Understanding ODBC connections with QuickBooks and MS Query
- Linking Excel analysis workbooks to QuickBooks data files
- Building Excel PivotTables that are dynamically linked to QuickBooks data
- Exploring QuickBooks integration with other Microsoft Office products, including Word and Outlook
Dates & Locations:
