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

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Simon Sez IT

30:12:22

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1. QuickBooks Pro 2022 Introduction

1. Introduction.mp4

02:07

2. READ ME Essential Information for a Successful Training Experience.html

3.1 QuickBooks Desktop 2022 transcript.pdf

3. Downloadable Course Transcript.html

4. QB Desktop vs. Online.mp4

03:57

5. QB Desktop Versions Explained.mp4

04:39

6. QB 2022 New Features Overview - PC Version.mp4

03:31

2. QuickBooks Pro 2022 Getting Started

1. Setting Up Your Company File.mp4

01:40

2. Using the Easy Step Interview Part 1.mp4

08:59

3. Using the Easy Step Interview Part 2.mp4

05:18

4. My Company Overview.mp4

04:57

5. Identifying the Components of the QuickBooks Environment.mp4

06:36

6. Converting QB Desktop Data to the Online Version.mp4

02:08

7. Section Quiz.html

3. QuickBooks Pro 2022 Customizing the QB Environment

1. Preferences Part 1.mp4

11:28

2. Preferences Part 2.mp4

07:05

3. Working with Users.mp4

08:17

4. Working with the Chart of Accounts - Part 1.mp4

12:02

5. Working with the Chart of Accounts - Part 2.mp4

07:03

6. Working with the Chart of Accounts - Part 3.mp4

05:54

7. QB Sample Files.mp4

01:41

8. Using the Company File Search Option.mp4

03:20

9. Section Quiz.html

4. QuickBooks Pro 2022 Customers & Jobs

1. Customers and Jobs Part 1.mp4

11:49

2. Customers and Jobs Part 2.mp4

10:23

3. Customer Groups.mp4

03:40

4. Adding Multiple Customer Contacts to Emails.mp4

01:32

5. Estimates Part 1.mp4

08:05

6. Estimates Part 2.mp4

08:10

7. Invoicing from Estimates Part 1.mp4

06:48

8. Invoicing from Estimates Part 2.mp4

08:14

9. Invoicing Customers for Products and Services.mp4

10:54

10. Receiving Customer Payments.mp4

08:55

11. Payment Links.mp4

05:34

12. Making Deposits.mp4

07:39

13. Creating Credit Memos.mp4

08:08

14. Creating Customer Statements.mp4

06:19

15. Using the Income Tracker.mp4

03:56

16. Section Quiz.html

5. QuickBooks Pro 2022 Vendors

1. Working with Vendors.mp4

08:33

2. Entering Bills.mp4

10:21

3. Upload and Review Bills.mp4

05:51

4. Paying Bills.mp4

07:29

5. Vendor Credits.mp4

02:26

6. Section Quiz.html

6. QuickBooks Pro 2022 Items & Inventory

1. Items and Inventory Part 1.mp4

08:58

2. Items and Inventory Part 2.mp4

05:23

3. Purchase Orders.mp4

05:49

4. Receiving Items Into Inventory.mp4

05:04

5. Handling Bills for Items.mp4

02:41

6. Paying for Items.mp4

04:46

7. Manually Adjusting Inventory.mp4

02:26

8. Section Quiz.html

7. QuickBooks Pro 2022 Banking

1. QuickBooks Registers.mp4

07:13

2. Bank Feeds.mp4

03:28

3. Downloading Transactions.mp4

04:31

4. Entering Checks.mp4

04:03

5. Entering Expenses.mp4

01:36

6. Bank Transfers.mp4

03:10

7. Reconciling Accounts.mp4

08:00

8. Section Quiz.html

8. QuickBooks Pro 2022 Loans

1. Setting Up Loans.mp4

03:37

2. Creating Loan Payments.mp4

02:23

3. Section Quiz.html

9. QuickBooks Pro 2022 Credit Cards

1. Setting Up Credit Card Accounts.mp4

03:30

2. Entering Credit Card Transactions.mp4

05:59

3. Reconciling Credit Cards & Making Payments.mp4

05:26

4. Section Quiz.html

10. QuickBooks Pro 2022 Forms

1. Overview of Forms Templates.mp4

03:15

2. Customizing Forms Part 1.mp4

09:48

3. Customizing Forms Part 2.mp4

04:39

4. Layout Designer Part 1.mp4

09:36

5. Layout Designer Part 2.mp4

06:17

6. Section Quiz.html

11. QuickBooks Pro 2022 Reports

1. Quick Reports.mp4

03:52

2. Report Center.mp4

04:33

3. Creating Reports Part 1.mp4

09:24

4. Creating Reports Part 2.mp4

07:18

5. Collapsing ColumnsRows in Job or Class Reports.mp4

02:23

6. Customizing Reports.mp4

08:47

7. Memorizing Reports.mp4

04:58

12. QuickBooks Pro 2022 Sales Tax

1. Working with Sales Tax Part 1.mp4

08:31

2. Working with Sales Tax Part 2.mp4

08:58

3. Section Quiz.html

13. QuickBooks Pro 2022 Payroll

1. Overview of Using the QB Payroll Service.mp4

03:57

2. Payroll Setup.mp4

03:31

3. Payroll Items.mp4

05:41

4. Employees.mp4

09:01

5. Paying Employees.mp4

06:33

6. Paying Payroll Liabilities.mp4

03:42

7. Section Quiz.html

14. QuickBooks Pro 2022 The Lead Center

1. Working with Leads.mp4

04:43

15. QuickBooks Pro 2022 Mail Merges

1. Creating a Mail Merge.mp4

05:37

2. Mail Merge Main Documents.mp4

04:27

16. QuickBooks Pro 2022 Budgets

1. Creating a Budget.mp4

03:50

2. Budget Reports.mp4

03:21

17. QuickBooks Pro 2022 Other QuickBooks Features

1. Automated Payment Reminders.mp4

04:48

2. Searching in QuickBooks.mp4

05:28

3. Reminders and Alerts.mp4

03:37

4. Using the QuickBooks Calendar.mp4

04:13

5. Memorizing Transactions.mp4

06:16

6. Importing Lists into New Company Files.mp4

05:32

7. Vehicle Mileage.mp4

03:30

8. Combining Multiple Forms Into One Email.mp4

03:38

9. Backing Up Company Files.mp4

03:56

10. PC to MAC Conversion.mp4

03:02

11. ECommerce for QuickBooks.mp4

01:56

12. Canadian vs. US Version of QuickBooks.mp4

02:45

13. Bill Payment Stubs.mp4

02:27

14. Section Quiz.html

18. QuickBooks Pro 2022 Wrap up

1. Conclusion.mp4

01:01

19. QB Online Getting Started With QuickBooks Online

1. Welcome and Overview.mp4

02:47

2. READ ME Essential Information for a Successful Training Experience.html

3.1 QuickBooks Online Course.pdf

3. Download Course Transcript.html

4. QuickBooks Online Subscriptions.mp4

05:43

5. QuickBooks Online & Mobile Devices.mp4

02:18

20. QB online QuickBooks Company Files

1. Accessing QuickBooks Online Sample Files.mp4

02:42

2. Setting Up A New Company File.mp4

07:13

3. Uploading QuickBooks Desktop Files to the Online Version.mp4

06:00

4. Overview of the User Interface.mp4

08:39

21. QB Online Customizing Company Files

1. The Gear Menu.mp4

02:11

2. Customizing Your Company File Part 1.mp4

09:02

3. Customizing Your Company File Part 2.mp4

09:17

4. Managing Users.mp4

05:16

5. Chart of Accounts Part 1.mp4

10:32

6. Chart of Accounts Part 2.mp4

09:07

22. QB Online Customers

1. Customer List.mp4

04:49

2. Adding Customers.mp4

05:31

3. Adding Sub-Customers.mp4

02:37

4. Editing Customers.mp4

05:30

5. Making Customers Inactive.mp4

03:27

6. Importing Customers.mp4

03:25

23. QB Online Sales Transactions

1. Sales Overview.mp4

04:41

2. Sales Receipts.mp4

08:09

3. Invoicing Customers.mp4

05:42

4. Recording Customer Payments.mp4

08:12

5. Make Deposits.mp4

05:15

6. Credit Memos.mp4

03:11

7. Refunds.mp4

03:47

8. Statements.mp4

02:55

9. Tags.mp4

07:38

10. Customer & Sales Reports.mp4

04:59

24. QB Online Products & Services

1. Overview of Products & Services.mp4

03:30

2. Adding New Products & Services.mp4

05:21

3. Adding Inventory Products.mp4

04:35

4. Purchase Orders.mp4

04:18

5. Receiving Products Into Inventory.mp4

03:03

6. Product & Service Reports.mp4

03:23

25. QB Online Vendors & Expenses

1. Overview of Vendors.mp4

03:06

2. Adding Vendors.mp4

03:41

3. Entering Purchases and Expenses.mp4

01:44

4. Entering Checks.mp4

06:02

5. Credit Card Charges.mp4

03:30

6. Making Credit Cards Payments.mp4

03:34

7. Entering bills.mp4

03:54

8. Paying bills.mp4

04:19

9. Credit Memos.mp4

02:58

10. Vendor Reports.mp4

05:13

26. QB Online Banking

1. Bank Registers.mp4

05:15

2. Bank Transfers.mp4

02:42

3. Bank Feeds.mp4

05:17

4. Downloading Transactions.mp4

08:34

5. Disconnecting Bank Feeds.mp4

02:11

6. Reconciling.mp4

08:26

7. PayPal, Square, & Other Bank Accounts.mp4

05:13

27. QB Online Loans

1. Setting up Loans.mp4

03:38

2. Creating Loan Payments.mp4

05:20

28. QB online Recurring Transactions, Mileage & Journal Entries

1. Recurring Transactions.mp4

05:12

2. Mileage.mp4

05:24

3. Creating Journal Entries.mp4

03:04

29. QB Online Wrap up

1. Wrap Up.mp4

00:28

2. Course Quiz.html

30. QB Online Advanced Forms and Customizing Forms

1. Welcome and Overview.mp4

00:24

2. READ ME Essential Information for a Successful Training Experience.html

3. Introduction to Forms.mp4

00:35

4. Locating Forms.mp4

02:01

5. Edit the Form Design.mp4

08:22

6. Related Default Text.mp4

06:16

7. Importing a Word Invoice.mp4

07:30

8. Selecting the Desired Template.mp4

02:20

9. Section Quiz.html

31. QB Online Advanced Reporting

1. Introduction to Reports.mp4

00:50

2. Creating Standard Reports.mp4

06:44

3. Customizing Reports.mp4

05:46

4. Saving Customized Reports.mp4

06:48

5. Audit Trail.mp4

08:04

6. Bonus Reports.mp4

11:56

7. Section Quiz.html

32. QB Online Advanced Sales Tax

1. Introduction to Sales Tax.mp4

00:42

2. Sales Tax Settings.mp4

02:34

3. Taxable ProductsServices.mp4

02:17

4. Create an Invoice with Sales Tax.mp4

02:36

5. Adjusting the Tax Rate on the Invoice.mp4

03:56

6. Sales Tax Liability Report.mp4

02:06

7. Review Sales Tax Return.mp4

05:05

8. Wrapping Up.mp4

03:48

9. Section Quiz.html

33. QB Online Advanced Payroll

1. Introduction to Payroll.mp4

02:22

2. Set Up Checklist.mp4

04:02

3. Add Employees.mp4

07:44

4. Company Setup.mp4

05:37

5. Run Payroll.mp4

03:32

6. Adjust Payroll Settings.mp4

02:26

7. Payroll Taxes.mp4

02:55

8. Section Quiz.html

34. QB Online Advanced Mail Merges

1. Introduction to Mail Merge.mp4

07:18

2. Noting the Record.mp4

01:31

3. Section Quiz.html

35. QB Online Advanced Creating Budgets

1. Introduction to Budgeting.mp4

00:33

2. Creating a Basic Budget.mp4

03:50

3. Budget Options.mp4

01:10

4. Budget Reports.mp4

03:35

5. Section Quiz.html

36. QB Online Advanced Reminders and Alerts - Automated Reminders

1. Introduction to Reminders.mp4

00:11

2. Set Up Reminders.mp4

03:14

3. Locate, Edit, and Add Recurring Transactions.mp4

03:04

4. Creating a Recurring Entry from an Existing Entry.mp4

04:35

5. Section Quiz.html

37. QB Online Advanced Projects

1. Introduction to Projects.mp4

03:52

2. Create a New Project.mp4

02:13

3. How to Assign Income and Expenses to Projects.mp4

04:05

4. Viewing Project Financial Data.mp4

03:35

5. Section Quiz.html

38. QB Online Advanced Customers

1. Introduction to Customer Deposits.mp4

00:22

2. Prepaid Customer Deposits.mp4

07:04

3. Applying Prepaid Deposits.mp4

06:09

4. Transferring Customer Payments.mp4

04:20

5. Finding and Correcting Accounts Receivable Errors.mp4

04:54

6. Issue Customer Credits and Refunds.mp4

06:19

7. Recording NSF Checks.mp4

02:22

8. How to Write Off Bad Debts.mp4

06:36

9. Recording Payment Less Bank Fees.mp4

04:39

10. Create Monthly Statements.mp4

03:35

11. Section Quiz.html

39. QB Online Advanced Vendors

1. Introduction to Vendor Situations.mp4

00:13

2. Correcting Bill Payments Recorded as Expenses.mp4

05:37

3. Prepaid Vendor Expenses.mp4

05:41

4. Recording Trades.mp4

04:58

5. Section Quiz.html

40. QB Online Advanced Wrap Up

1. Conclusion.mp4

00:52

41. PivotTables Beginners Introduction

1. Course Introduction.mp4

05:10

2. WATCH ME Essential Information for a Successful Training Experience.mp4

02:11

3.1 Pivot Tables Exercise Files.zip

3. DOWNLOAD ME Course Exercise Files.html

4.1 Pivot Tables Course Files.zip

4. DOWNLOAD ME Course Support Files.html

5. What are Pivot Tables and Why are They Useful.mp4

06:12

6. Section Quiz.html

42. PivotTables Beginners Preparing Data for Analysis

1. The Importance of Cleaning Data.mp4

03:05

2. Removing Blank Rows.mp4

05:30

3. Removing Duplicate Rows.mp4

02:37

4. Clearing Formatting.mp4

04:26

5. Applying Number Formatting.mp4

08:38

6. Changing the Case.mp4

09:16

7. Removing Spaces and Non-printing Characters.mp4

10:06

8. Merging and Splitting Columns.mp4

13:00

9. Convert Numbers Stored as Text.mp4

02:28

10. Finding and Replacing Text.mp4

06:07

11. Spell Check.mp4

03:57

12. Exercise 01.mp4

04:01

13. Section Quiz.html

43. PivotTables Beginners The Importance of Excel Tables

1. Excel Tables vs Pivot Tables.mp4

05:24

2. Format Data as a Table.mp4

08:47

3. Exercise 02.mp4

01:50

4. Section Quiz.html

44. PivotTables Beginners Creating a Basic Pivot Table Report

1. Using Recommended Pivot Tables.mp4

05:29

2. Creating a Pivot Table from Scratch.mp4

05:45

3. Pivot Table Ribbons and Fields.mp4

06:39

4. Pivoting the Fields.mp4

05:32

5. Adding Multiple Dimensions.mp4

02:48

6. Deleting Fields and Locking the Report Layout.mp4

03:41

7. Exercise 03.mp4

01:37

8. Section Quiz.html

45. PivotTables Beginners Aggregation and Grouping

1. Methods of Aggregation.mp4

04:09

2. Combining Methods of Aggregation.mp4

05:37

3. Grouping and Ungrouping Data.mp4

09:45

4. Exercise 04.mp4

03:23

5. Section Quiz.html

46. PivotTables Beginners Formatting Values

1. Applying Number Formatting.mp4

04:45

2. Handling Cells with No Data.mp4

04:00

3. Exercise 05.mp4

02:18

4. Section Quiz.html

47. PivotTables Beginners Layout Options

1. Subtotals and Grand Totals.mp4

04:27

2. Choosing a Report Layout.mp4

04:44

3. Inserting Blank Rows.mp4

02:14

4. Exercise 06.mp4

01:58

5. Section Quiz.html

48. PivotTables Beginners Formatting PivotTables

1. Applying Pivot Table Styles.mp4

04:15

2. Modifying Pivot Table Styles.mp4

04:19

3. Creating a Custom Pivot Table Style.mp4

05:37

4. Exercise 07.mp4

03:30

5. Section Quiz.html

49. PivotTables Beginners Sorting and Filtering

1. Sorting Pivot Table Data.mp4

08:31

2. Filtering Pivot Table Data.mp4

07:20

3. Top 10 Filter.mp4

03:31

4. Exercise 08.mp4

01:57

5. Section Quiz.html

50. PivotTables Beginners Creating Pivot Charts

1. Selecting the Right Chart Type.mp4

08:40

2. Clustered Column and Bar Charts.mp4

13:40

3. Line Charts.mp4

09:55

4. Pie and Donut Charts.mp4

11:31

5. Map Charts.mp4

08:47

6. Applying Chart Layouts.mp4

03:06

7. Exercise 09.mp4

04:07

8. Section Quiz.html

51. PivotTables Beginners Formatting Pivot Charts

1. Adding a Slicer.mp4

07:38

2. Formatting a Slicer.mp4

06:23

3. Adding a Timeline.mp4

05:22

4. Connecting Slicers and Timelines.mp4

05:30

5. Exercise 10.mp4

03:00

6. Section Quiz.html

52. PivotTables Beginners Applying Conditional Formatting

1. Highlight Cell Rules.mp4

05:37

2. Data Bars.mp4

04:08

3. Color Scales.mp4

03:21

4. Icon Sets.mp4

04:26

5. Exercise 11.mp4

01:30

6. Section Quiz.html

53. PivotTables Beginners Updating Pivot Tables and Pivot Charts

1. Adding Data to the Dataset.mp4

02:37

2. Updating Pivot Tables and Pivot Charts.mp4

01:41

3. Exercise 12.mp4

01:39

4. Section Quiz.html

54. PivotTables Beginners Course Close and Next Steps

1. Course Close and Next Steps.mp4

01:53

55. Excel for Business Analysts Introduction

1. Introduction to Business Analysis.mp4

05:25

2. WATCH ME Essential Information for a Successful Training Experience.mp4

02:11

3.1 Excel for Business Analysts Exercise Files.zip

3. DOWNLOAD ME Course Exercise Files.html

4.1 Excel for Business Analysts Course Files.zip

4. DOWNLOAD ME Course Support Files.html

56. Excel for Business Analysts The Basics

1. A Recap of Basic Formulas.mp4

12:42

2. Absolute vs Relative Referencing.mp4

08:15

3. Exercise 01.mp4

01:30

4. Section Quiz.html

57. Excel for Business Analysts Merging and Looking Up Data

1. Merging Data from Different Sources.mp4

02:48

2. Looking up Information with VLOOKUP (Exact).mp4

10:57

3. Looking up information with VLOOKUP (Approx).mp4

06:27

4. How to use VLOOKUP with Data that Expands.mp4

10:00

5. Using HLOOKUP.mp4

12:16

6. Combining VLOOKUP and MATCH.mp4

12:25

7. Using INDEX, MATCH and XLOOKUP.mp4

17:25

8. Data Validation Lists with Lookups.mp4

08:30

9. Exercise 02.mp4

06:24

10. Section Quiz.html

58. Excel for Business Analysts Making Better Decisions with IF

1. How to use the IF function.mp4

05:30

2. More Examples of the IF Function.mp4

07:08

3. Working with Nested Ifs.mp4

06:35

4. The IFS function.mp4

08:47

5. Error handling with IFERROR and IFNA.mp4

09:21

6. Using MAX and MIN instead of the IF function.mp4

11:25

7. Using SUMIFS and COUNTIFS.mp4

11:52

8. Exercise 03.mp4

01:32

9. Section Quiz.html

59. Excel for Business Analysts Preparing Data for Analysis

1. Splitting Data Using Text Functions.mp4

16:13

2. Using the Flash Fill command.mp4

04:39

3. Concatenating Data.mp4

09:03

4. Standardizing Data.mp4

09:00

5. Formatting Data as a Table.mp4

09:45

6. Exercise 04.mp4

02:28

7. Section Quiz.html

60. Excel for Business Analysts PivotTables

1. An introduction to PivotTables.mp4

03:15

2. Creating a PivotTable.mp4

12:40

3. Summarizing Data.mp4

13:52

4. Calculations in PivotTables.mp4

15:13

5. Using Slicers to Filter information.mp4

09:55

6. Exercise 05.mp4

01:53

7. Section Quiz.html

61. Excel for Business Analysts Visualizing Data with Charts

1. Creating a Pivot Chart.mp4

10:38

2. Formatting a Pivot Chart.mp4

14:25

3. Using Sparklines.mp4

07:52

4. A Basic Interactive Dashboard.mp4

14:45

5. Exercise 06.mp4

02:51

6. Section Quiz.html

62. Excel for Business Analysts Forecasting

1. Forecast Sheets.mp4

07:18

2. The Forecast Function.mp4

07:24

3. Exercise 07.mp4

01:35

4. Section Quiz.html

63. Excel for Business Analysts Additional Useful Tools in Excel

1. Conditional Formatting.mp4

11:28

2. The INDIRECT function.mp4

13:29

3. The OFFSET function.mp4

10:32

4. Using Histograms.mp4

04:55

5. Regression.mp4

06:41

6. Exercise 08.mp4

02:12

7. Section Quiz.html

64. Excel for Business Analysts WhatIf Analysis

1. Goal Seek.mp4

07:43

2. Scenario Manager.mp4

08:01

3. Data Tables.mp4

07:13

4. Solver.mp4

06:49

5. Exercise 09.mp4

01:42

6. Section Quiz.html

65. Excel for Business Analysts Course Close

1. Course Close.mp4

00:44

Description

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

Who is this 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

What You Need to Know?

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

More details

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!

Whatâ€™s another thing weâ€™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 QuickBooksÂ® 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 bundle 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 companyâ€™s accounts in QuickBooks, youâ€™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

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