QuickBooks Pro, QuickBooks Online, and Excel 5-Course Bundle

Overview

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

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