K2's Turbocharging QuickBooks Reporting with Excel and Power Query (2 Hours)

  • $79.00


Course Description

Every QuickBooks user knows and accepts the product’s reporting limitations, and most users of both the desktop and online editions are forced to export data to Excel to create custom reports to manage their business.  By using Microsoft’s Power Query tool, users can create automated routines to extract, refine, organize, and summarize data extracted from QuickBooks.  Queries can perform simple tasks such as parsing a trial balance, or they can solve more difficult challenges such as combining data from monthly reports into a single database or creating combined/consolidated financial statements.  Attend this course and learn how you can use tools you already own to create better reports with data from from QuickBooks Desktop and QuickBooks Online.

Major Topics

  • Tips and tricks for accessing, transforming, and combining data exported from QuickBooks Desktop and QuickBooks Online into meaningful reports using Power Query
  • Advanced Power Query tips and tricks such as merging data from multiple files in a folder, combining QuickBooks data with data from other sources, and grouping data into calendar and fiscal periods using a conversion table
  • Ways to automate the use of reporting tools using templates and refreshing data from QuickBooks

    Learning Objectives

    Upon completing this course, you should be able to:

    • Identify when one might utilize key items off of the Data, Get and Transform command group in Excel, including getting data from tables, workbooks, text files, databases, web pages, and other sources
    • Explain how data can be exported from QuickBooks Desktop and QuickBooks Online, and identify key source reports that might be used to export data from Excel into Power Query
    • Select correct definitions/explanations for key terms associated with Power Query such as DAX, ODBC, Power Pivot, Pivot Tables, and the M programming language
    • Identify an example of when one might want to use the “Open from Folder” tool in Power Query

      Course Information

      Who Should Attend: Accounting professionals who use Excel to clean up data from QuickBooks desktop or QuickBooks Online

      Course Level: Intermediate

      CPE Credits: 2 Hours Computer Software and Applications  

      Prerequisites: Basic knowledge of either QuickBooks desktop or QuickBooks online and basic knowledge of Microsoft Excel

      Advance Preparation: None