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Agile Excel: QuickBooks Analysis - Part 2 (Video) (Course Id 1502)

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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 1502

Description :

In part 2 of QuickBooks/Excel Data Analysis, expert David Ringstrom, CPA, delves deeper into ways to analyze data from QuickBooks Desktop and QuickBooks Online. Among other topics, David covers how to flatten multiple-column reports back into a list format for further analysis, how users of Excel 2016 and later 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.

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 : 23-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 - 1502

Keywords : Computer Software & Applications, Agile, Excel, QuickBooks, Analysis, Part 2, Video, cpe, cpa, online course
Learning Objectives :

Course Learning Objectives

  • Define the ideal data for use with creating pivot table reports.
  • State which versions of Excel offer the Timeline feature.
  • Recall which versions of Excel offer the Bing Maps feature.

  • Course Contents :

    Chapter 1 - Agile Excel: QuickBooks Analysis - Part 2

    Chapter 1 Review Questions

    Glossary - Key Terms

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