In this course, author of QuickBooks Online for Dummies and Excel expert David H. Ringstrom, CPA, will guide participants through a comprehensive exploration of budgeting in QuickBooks. Topics covered include enabling Plus and Advanced users to create and edit budgets within QuickBooks. David will compare manually updating budgets with performing calculations in a budget with importing budgets from Microsoft Excel. He'll also review reports such as Budgets vs. Actuals reports. He'll also show how to access free budget templates in Excel, along with how to create and compare budgets to actuals for those with a QuickBooks Online or Simple Start subscription, as well as those that simply want more control over their budgeting and reporting process. You'll gain valuable insights and practical skills to optimize your budgeting processes in QuickBooks Online as well as Microsoft Excel.
David is the author of “Exploring Microsoft Excel's Hidden Treasures: Turbocharge your Excel proficiency with expert tips, automation techniques, and overlooked features”. He demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Excel for Microsoft 365. David draws your attention to any differences in Excel 2021, 2019 or 2016 during the course and in his detailed handouts. The handouts include an Excel workbook with most of the examples he uses during his demonstrations.
Excel for Microsoft 365 is a subscription-based product that receives periodic feature updates. Conversely, perpetually licensed versions have year numbers in their names and do not receive any feature updates.