QuickBooks Pro, QuickBooks Online, and Excel 5-Course Bundle
Published 09/2022
MP4 | Video: h264, 1280x720 | Audio: AAC, 44.1 KHz, 2 Ch
Genre: eLearning | Language: English | Duration: 339 lectures (30h 17m) | Size: 13.7 GB

Learn QuickBooks Desktop Pro, QuickBooks Online, Excel PivotTables, and advanced Excel functions for Business Analysts!

What you'll learn
Navigating QuickBooks Desktop 2022 and customizing it according to your needs
Creating a chart of accounts and setting up your company file in QuickBooks
Reconciling bank statements and bank feeds and dealing with checks and credit card accounts
Managing expenses including mileage, invoicing, entering bills, and setting up loans and loan payments
Using the QuickBooks payroll functionality and managing customers and jobs
Working with inventory, creating purchase orders, and paying for items
Creating a budget, generating budget reports, and producing other reports
Creating estimates in QuickBooks, working with sales tax, and setting up automated payment reminders
Scanning and uploading receipts using the receipt management app
Differentiating between the Canadian and US versions of QuickBooks
Converting QuickBooks account from PC to Mac and backing up your QuickBooks company data
How to clean and prepare your data and create a basic PivotTable
Using the PivotTable fields pane, adding fields, and pivoting the fields
Formatting numbers in PivotTable, the methods of aggregation, the different ways to summarize data
Grouping PivotTable data, using multiple fields and dimension, sorting data, and using filters
Creating pivot charts based on PivotTable data and selecting the right chart for your data
Applying conditional formatting, adding slicers and timelines to your dashboards, and updating PivotTables and charts
How to merge data from different sources using VLOOKUP, HLOOKUP, INDEX MATCH, and XLOOKUP
How to use IF, IFS, IFERROR, SUMIF, and COUNTIF to apply logic to your analysis
How to split data using text functions SEARCH, LEFT, RIGHT, MID
How to standardize and clean data ready for analysis in Excel
About using the PivotTable function to perform data analysis
How to display your analysis using Pivot Charts in Excel
Conducting a Linear Forecast and Forecast Smoothing in Excel
All about Histograms and Regression in Excel
How to use Goal Seek, Scenario Manager, and Solver to fill data gaps in Excel

Requirements
QuickBooks 2022 software installed on a PC or Mac
Access to QuickBooks Online application
Microsoft Excel for Windows. Excel 365, 2021, or 2019
A basic understanding of how to use Microsoft Excel

Description
Whether you are using QuickBooks Desktop Pro or the Online version, or you are looking to learn and use Excel for data and business analysis, we have you covered with this huge value five-course bundle!

Our no-nonsense training will get you up and running with QuickBooks Desktop 2022 and QuickBooks Online. The courses start at the very beginning and assume no prior knowledge. Your expert instructor will guide you every step of the way on how to put QuickBooks to work.

The courses are self-paced and cover all the essential QuickBooks functionalities. We produce a new QuickBooks Desktop course each year, so we know the application well, and we know how to teach it!

What's another thing we're good at? Teaching Excel.

Our expert trainer will get you started in Excel PivotTables, an interactive way of quickly summarizing large data sets while letting you analyze them clearly and effectively. She will discuss the importance of cleaning your data before creating your first Pivot Table. You will also learn how to create Pivot Charts and format your PivotTables and charts.

Finally, learn specific functions, formulas, and tools available in Excel that can help conduct business or data analysis. We start by looking at how to take raw data and prepare it for analysis before discussing the tools and functions that can be used to conduct analysis in Excel. We also teach you how to present your data using tables and charts, as well as some advanced techniques designed to aid forecasting and future trends.

Our Excel courses include downloadable excel data files that the instructor uses in the tutorial so you can follow along.

What's included?

QuickBooks Desktop Pro 2022

Navigating QuickBooks Desktop 2022

Creating a chart of accounts

Setting up your company file in QuickBooks

Reconciling bank statements and bank feeds

Managing expenses including mileage

Setting up automated payment reminders

Customizing QuickBooks to your needs

Using the QuickBooks payroll functionality

Creating a budget and generating budget reports

Invoicing and entering bills

Creating estimates in QuickBooks

Managing customers and jobs

Working with sales tax

Setting up loans and loan payments

Working with inventory, creating purchase orders, and paying for items

Dealing with checks and credit card accounts

Using QuickBooks to produce reports

Converting QuickBooks account from PC to Mac

Scanning and uploading receipts using the receipt management app

Differentiating between the Canadian and US versions of QuickBooks

Backing up your QuickBooks company data

QuickBooks Online for Beginners

How to create a company file and set up your chart of accounts

Setting up your preferences in QuickBooks® to suit your company

Create invoices, enter and pay bills and purchase orders

All about estimates and working with customers and jobs

How to work with sales tax

About receiving items, inventory, creating purchase orders, and paying for items

How to reconcile bank statements

How to set up recurring items and journal entries

QuickBooks Online Advanced

How to create and access forms in QuickBooks Online

All about how to edit forms in QuickBooks Online

About generating reports, customizing reports, and memorizing reports

All about audit trails in QuickBooks Online

How to adjust sales tax settings, including adjusting tax rates on invoices

How to set up and run Payroll on QuickBooks Online

How to use the Mail Merge function in QuickBooks Online

How to set up reminders and automatic or recurring entries

How to use Projects in QuickBooks Online

About dealing with unusual deposits

How to work with errors and refunds

How to write off bad debts in QuickBooks Online

How to create monthly statements

How to deal with advanced vendor issues such as pre-paid expenses

PivotTables for Beginners

How to clean and prepare your data

Creating a basic PivotTable

Using the PivotTable fields pane

Adding fields and pivoting the fields

Formatting numbers in PivotTable

Different ways to summarize data

Grouping PivotTable data

Using multiple fields and dimension

The methods of aggregation

How to choose and lock the report layout

Applying PivotTable styles

Sorting data and using filters

Create pivot charts based on PivotTable data

Selecting the right chart for your data

Apply conditional formatting

Add slicers and timelines to your dashboards

Adding new data to the original source dataset

Updating PivotTables and charts

Excel for Business Analysts

How to merge data from different sources using VLOOKUP, HLOOKUP, INDEX MATCH, and XLOOKUP

How to use IF, IFS, IFERROR, SUMIF, and COUNTIF to apply logic to your analysis

How to split data using text functions SEARCH, LEFT, RIGHT, MID

How to standardize and clean data ready for analysis

About using the PivotTable function to perform data analysis

How to use slicers to draw out information

How to display your analysis using Pivot Charts

All about forecasting and using the Forecast Sheets

Conducting a Linear Forecast and Forecast Smoothing

How to use Conditional Formatting to highlight areas of your data

All about Histograms and Regression

How to use Goal Seek, Scenario Manager, and Solver to fill data gaps

This course includes

30+ hours of video tutorials

300+ individual video lectures

Course and exercise files to follow along

Certificate of completion

Who this course is for
Small business owners or those managing QuickBooks for a small business.
If you own a small business, freelance as a bookkeeper, or simply manage your company's accounts in QuickBooks, you'll love this straightforward and up-to-date course!
Users who have a foundation of Microsoft Excel and seeking to advance their Excel 2019/365 knowledge.
People looking to perform Data Analysis using Excel
Beginner Excel users who want to learn how to use PivotTables
Business analysts who are Excel users

Homepage

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