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Agile Excel: QuickBooks Analysis - Part 1 (Video) (Course Id 1501)

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Author : David Ringstrom, CPA
Status : Production
CPE Credits : 2.0
IRS Credits : 0
Price : $29.95
Passing Score : 70%
NASBA Technical: No
Primary Subject-Field Of Study:

Computer Software & Applications - Computer Software & Applications for Course Id 1501

Description :

In this comprehensive and insightful presentation, Excel and QuickBooks expert David Ringstrom, CPA, explains how you can overcome the limitations of internal reports in QuickBooks and, subsequently, speed up your work in Excel. David outlines several techniques, including how to combine two reports into one, create an Excel pivot table from QuickBooks data, avoid the need to analyze data in Excel, and more.

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. 

Usage Rank : 0
Release : 2019
Version : 1.0
Prerequisites : Experience with QuickBooks and Excel.
Experience Level : Overview
Additional Contents : Complete, no additional material needed.
Additional Links :
Advance Preparation : None.
Delivery Method : Self-Study
Intended Participants : Anyone needing Continuing Professional Education (CPE).
Revision Date : 22-Apr-2019
NASBA Course Declaration : Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam.
Approved Audience :

NASBA QAS - NASBA Registry - 1501

Keywords : Computer Software & Applications, Agile, Excel, QuickBooks, Analysis, Part 1, Video, cpe, cpa, online course
Learning Objectives :

Course Learning Objectives

  • Identify QuickBooks features and techniques that can be used to streamline reports for faster analysis in Excel.
  • Identify the setting that enables certain browsers to launch Excel files exported from QuickBooks Online and other sources.
  • Define how to apply Excels VLOOKUP function to merge data from two reports.

  • Course Contents :

    Chapter 1 - Agile Excel: QuickBooks Analysis - Part 1

    Chapter 1 Review Questions

    Glossary - Key Terms

    CPE Computer Software & Applications Course: https://www.cpethink.com/excel-cpa-courses
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