QuickBooks for CPAs (Currently Unavailable)

Prepare yourself for a successful year end! In this on-demand course, Laura Madeira will give you useful tips to efficiently close the year.

Don't miss this informative webinar demonstrating What's New in QuickBooks 2018 features. Discover features unique to your QuickBooks Accountant software as well those used by your clients with QuickBooks Pro, Premier and Enterprise. This on-demand course is always popular with accounting audiences as we try to take the guess work out of working with new features. Additionally, participants will receive a complimentary, detailed document about What's New In QuickBooks 2018.

In this session, Excel and QuickBooks expert David Ringstrom, CPA, shows you how to overcome the limitations of internal reports in QuickBooks. He shares several techniques, including combining two reports into one, summarizing QuickBooks data via Excel pivot tables, creating one-click access to QuickBooks reports, and much 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 course.

In Part 2 of this series, Excel expert David Ringstrom, CPA will show you how to flatten multiple column reports, such as the Profit & Loss By Class report, back into a list format that can be used for analyzing data further with pivot tables, slicers, and so on. Excel 2016 users will learn how to visually present a summary profit and loss report in chart form by way of the Waterfall Chart feature, while users of earlier versions of Excel will still learn tricks for cleaning up their QuickBooks reports. The session also will cover how those using Excel 2013 and later can use the Bing Maps feature to transform summary data into interactive maps. If you’re using Excel 2010 or earlier, you won’t be able to use the Waterfall Chart or Bing Maps features, but this jam-packed presentation demonstrates plenty of techniques that can be implemented in those versions of Excel. Techniques are equally applicable to reports exported from both QuickBooks Online and QuickBooks Desktop. 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 course.

Don't miss this informative on-demand course demonstrating QuickBooks Online Accountant.