QuickBooks Online/Microsoft Excel Basic Data Analysis
Date: Monday, November 2, 2026
Instructor: David H. Ringstrom
| Begin Time: |
11:00am Pacific Time
12:00pm Mountain Time
1:00pm Central Time
2:00pm Eastern Time |
| CPE Credit: |
2 hours for CPAs |
|
In this presentation, author and Excel expert David H. Ringstrom, CPA, will guide you through the intricacies of analyzing QuickBooks Online data using Microsoft 365 for Windows. Attendees will learn how to open a QuickBooks sample company and navigate modern versus classic reports while understanding the importance of report views. David will demonstrate key features such as enabling Save As for QuickBooks exports, removing merged cells, and utilizing the Freeze Panes feature for better data presentation. He will also cover advanced topics including recommended PivotTables, conditional formatting techniques, and extracting data with Flash Fill, ensuring you leave with practical skills to enhance your reporting capabilities. Join us to unlock the full potential of your QuickBooks data analysis!
David H. Ringstrom, CPA, has more than 30 years of experience as a spreadsheet and accounting software consultant and speaker. He has presented over 2,500 live webinars and is the author or co-author of ten books, including “Microsoft 365 Excel All-in-One for Dummies”, “Microsoft 365 Excel for Dummies”, “Exploring Microsoft Excel’s Hidden Treasures”, and “QuickBooks Online for Dummies”.
In his webinars, David demonstrates every technique twice: first on a PowerPoint slide with numbered steps and then live in Excel for Microsoft 365 for Windows. He highlights any differences in Excel 2024, 2021, or 2019 during the presentation and in his detailed handouts. Attendees also receive an Excel workbook containing most of the examples he uses, making it easy to follow along and apply the techniques later. David additionally supports Excel for Mac users by answering their follow-up questions via email.
Who Should Attend
Professionals seeking to enhance their financial reporting and data analysis skills using QuickBooks Online and Microsoft 365 tools, including accountants, financial analysts, and business managers.
Topics Covered
- Most features and functions work in Excel for Mac as well but expect differences
- Accessing sample companies to test drive functionality in QuickBooks Online Plus and QuickBooks Online Advanced
- Reducing formatting issues that affect exports and analysis
- Disabling the Protected View prompt
- Freezing rows to keep headings visible while scrolling
- Filtering lists based on cell color
- Recognizing layout differences before exporting to Excel
- Exporting a transaction detail report to Excel from QuickBooks Online
- Eliminating duplicates from a list with just a few mouse clicks.
- Discovering how to use the Flash Fill feature to separate first/last names into two columns without formulas or retyping
- Preventing task disruptions caused by merged cells within QuickBooks reports
- Converting .XLS files compatible with Excel 2003 into the modern Excel workbook format
Learning Objectives
- Identify which section of the Excel Options dialog box that allows you to the Protected View setting
- Identify the Excel Conditional Formatting feature used to create heat maps
- Recall the locations where the Filter command appears in Excel's menu interface
Level
Basic
Instructional Method
Group: Internet-based
NASBA Field of Study
Accounting (2 hours)
Program Prerequisites
None
Advance Preparation
None
