Quickbooks/Excel Report Speed Tips: Part 1

Date: Thursday, November 7, 2019
Instructor: David H. Ringstrom
Begin Time:  9:00am Pacific Time
10:00am Mountain Time
11:00am Central Time
12:00pm Eastern Time
CPE Credit:  2 hours for CPAs

In this session, Excel and QuickBooks expert David Ringstrom, CPA, shows you how to overcome the limitations of internal reports in QuickBooks. He shares several techniques, including combining two reports into one, summarizing QuickBooks data via Excel pivot tables, creating one-click access to QuickBooks reports, and much more.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2019. He draws your attention to any differences in Excel 2016, 2013, or 2010 during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

Who Should Attend
Practitioners who wish to learn more about creating and combining Excel reports from QuickBooks data.

Topics Covered

  • Learning QuickBooks techniques that may help you avoid the need to analyze data in Excel
  • Learning why, in many cases, you should export reports intended for spreadsheet analysis to a .CSV file instead of an Excel workbook
  • Using a wildcard character with SUMIF to summarize data based on a partial match
  • Creating one-click access to memorized QuickBooks reports
  • Bypassing filter drop-down lists by filtering based on cell contents with a single keystroke or mouse click
  • Learning how to use the undocumented DATEDIF worksheet function
  • Using Excel's PivotTable feature to quickly identify anomalies within QuickBooks data
  • Making minor changes within QuickBooks that can result in less manual effort in Excel
  • Tracing customer longevity by creating a report that shows first and last invoice dates by customer

Learning Objectives

  • Recognize QuickBooks features and techniques to streamline reports for faster analysis in Excel
  • Identify how to summarize QuickBooks data by way of Excel pivot tables
  • Apply Excel's VLOOKUP function to merge data from two reports into one


Instructional Method
Group: Internet-based

NASBA Field of Study
Computer Software & Applications (2 hours)

Program Prerequisites
Experience with QuickBooks and Excel Recommended.

Advance Preparation

Registration Options
*Note: 3 or more qualifies for discounted Group Participant Fee
Regular Fee $100
Group Participant Fee $77

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