Webcast: K2's QuickBooks Power Reporting with Excel (XKQPR117)
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If you want to improve QuickBooks financial or operational reporting, this session is for you. Learn innovative ways to export data to existing Excel report templates; connect Excel Tables, PivotTables, and Pivot Charts directly to QuickBooks; update previously exported reports from within Excel; enhance reports using Excel's auto-filter and auto-outline features; take advantage of Flash Fill to split account numbers and descriptions into separate columns quickly and easily; and use QuickBooks E

7/19/2017
When: 07/19/2017
2:30 PM until 4:30 PM
Where: Webcast
K2
United States
Presenter: Mac McClelland


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Acronym XKQPR117
CPE 2 hours
Vendor K2 Enterprises
Category
Management
Level Intermediate
Prerequisite Good working knowledge of QuickBooks and Excel
Adv Prep None
Yellow Book? No
Designed for Accounting and financial professionals seeking more thorough knowledge of QuickBooks financial reporting and analysis using Excel
Registration
Member $79
CPA Non-Member $104

The Member rate applies to LCPA members, other state society members, and non-CPA staff of LCPA members. To register online, use the ‘Register’ button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.

Course Description

If you want to improve QuickBooks financial or operational reporting, this session is for you. Learn innovative ways to export data to existing Excel report templates; connect Excel Tables, PivotTables, and Pivot Charts directly to QuickBooks; update previously exported reports from within Excel; enhance reports using Excel's auto-filter and auto-outline features; take advantage of Flash Fill to split account numbers and descriptions into separate columns quickly and easily; and use QuickBooks ES to produce multi-company financial statements even when the charts of accounts are different.

Objectives

Upon completing this course, you should be able to:

  • Explain the process of creating workbooks that use formulas to automate the analysis and reporting of exported data
  • Describe how to connect Excel Tables, PivotTables, and Pivot Charts directly to QuickBooks using ODBC
  • Identify two features in Excel that can be used to enhance reports exported from QuickBooks
  • Use the built-in functionality of QuickBooks ES to automate the process of producing multi-company reports

Topics

  • Exporting and linking QuickBooks based reports to Microsoft Excel spreadsheets
  • Creating PivotTable reports that are directly linked to a QuickBooks company file
  • Automating sophisticated analysis with pre-built formulas
  • Using Excel's auto-filter and auto-outline functionality to build specialized reports
  • Prepare multi-company reports with QuickBooks ES