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Beyond QuickBooks Reports: 10 Simple Excel Strategies

Thursday, July 9, 1:00 Eastern

In this session Excel and QuickBooks expert David H. Ringstrom shows you how to overcome limitations of QuickBooks internal reports. He'll demonstrate techniques like combining two reports into one, as well as creating pivot tables from QuickBooks data. At the end of the presentation you can ask any questions you have of the speaker, even if they're not specifically related to the presentation.

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Program Content

Level: intermediate
Delivery Method: Group Internet-Based
Field of Study: Specialized Knowledge and Applications
  • Discuss two approaches for determining top customers based on sales, one in QuickBooks, the other in Excel
  • Learn how to use concatenation, filtering, and the Text to Columns feature in Excel to transform QuickBooks reports into an analysis-ready format
  • Learn how create a pivot table from data in a QuickBooks report
  • Combine data from two QuickBooks reports into one by using look-up formulas in Excel


Program Prerequisites

  • none

Advance Preparation

  • None, but we'll provide a copy of the handout for you to review prior to the session.

Recommended CPE Credits

  • one hour

Registration Instructions

Refund/Cancellation Policy

Please direct questions, complaints, cancellations, or refund requests to Rob Nance, Publisher, at AccountingWEB at publisher@accountingweb.com or 1.866.688.1678 ext. 16. We will do our best to ensure that every attendee is completely satisfied.

Complaint Resolution Policy

AccountingWEB, Inc. will address any and all complaints, after each event, with dissatisfied customers.


Accountingweb, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasbatools.com.