K2's QuickBooks Power Reporting with Excel

K2's QuickBooks Power Reporting with Excel

  • $79.00


Course Description

If you want to improve QuickBooks financial or operational reporting, this session is for you. Learn innovative ways to export data to existing Excel report templates; connect Excel Tables, PivotTables, and Pivot Charts directly to QuickBooks; update previously exported reports from within Excel; enhance reports using Excel's auto-filter and auto-outline features; take advantage of Flash Fill to split account numbers and descriptions into separate columns quickly and easily; and use QuickBooks ES to produce multi-company financial statements even when the charts of accounts are different.

Major Topics

  • Exporting and linking QuickBooks based reports to Microsoft Excel spreadsheets
  • Creating PivotTable reports that are directly linked to a QuickBooks company file
  • Automating sophisticated analysis with pre-built formulas
  • Using Excel's auto-filter and auto-outline functionality to build specialized reports
  • Prepare multi-company reports with QuickBooks ES

Learning Objectives

Upon completing this course, you should be able to:

  • Explain the process of creating workbooks that use formulas to automate the analysis and reporting of exported data
  • Describe how to connect Excel Tables, PivotTables, and Pivot Charts directly to QuickBooks using ODBC
  • Identify two features in Excel that can be used to enhance reports exported from QuickBooks
  • Use the built-in functionality of QuickBooks ES to automate the process of producing multi-company reports

Who Should Attend: Accounting and financial professionals seeking more thorough knowledge of QuickBooks financial reporting and analysis using Excel

Course Level: Intermediate

CPE Credits: 2 Hours Computer Software and Applications  

Prerequisites: Good working knowledge of QuickBooks and Excel

Advance Preparation: None

PLEASE NOTE: Registration cutoff is 2 days prior to the start of the webinar