QuickBooks Pro, QuickBooks Online, and Excel 5-Course Bundle

Learn QuickBooks Desktop Pro, QuickBooks Online, Excel PivotTables, and advanced Excel functions for Business Analysts!

What you'll learn
Navigating QuickBooks Desktop 2022 and customizing it according to your needs
Creating a chart of accounts and setting up your company file in QuickBooks
Reconciling bank statements and bank feeds and dealing with checks and credit card accounts
Managing expenses including mileage, invoicing, entering bills, and setting up loans and loan payments
Using the QuickBooks payroll functionality and managing customers and jobs
Working with inventory, creating purchase orders, and paying for items
Creating a budget, generating budget reports, and producing other reports
Creating estimates in QuickBooks, working with sales tax, and setting up automated payment reminders
Scanning and uploading receipts using the receipt management app
Differentiating between the Canadian and US versions of QuickBooks
Converting QuickBooks account from PC to Mac and backing up your QuickBooks company data
How to clean and prepare your data and create a basic PivotTable
Using the PivotTable fields pane, adding fields, and pivoting the fields
Formatting numbers in PivotTable, the methods of aggregation, the different ways to summarize data
Grouping PivotTable data, using multiple fields and dimension, sorting data, and using filters
Creating pivot charts based on PivotTable data and selecting the right chart for your data
Applying conditional formatting, adding slicers and timelines to your dashboards, and updating PivotTables and charts
How to merge data from different sources using VLOOKUP, HLOOKUP, INDEX MATCH, and XLOOKUP
How to use IF, IFS, IFERROR, SUMIF, and COUNTIF to apply logic to your analysis
How to split data using text functions SEARCH, LEFT, RIGHT, MID
How to standardize and clean data ready for analysis in Excel
About using the PivotTable function to perform data analysis
How to display your analysis using Pivot Charts in Excel
Conducting a Linear Forecast and Forecast Smoothing in Excel
All about Histograms and Regression in Excel
How to use Goal Seek, Scenario Manager, and Solver to fill data gaps in Excel

Requirements
QuickBooks 2022 software installed on a PC or Mac
Access to QuickBooks Online application
Microsoft Excel for Windows. Excel 365, 2021, or 2019
A basic understanding of how to use Microsoft Excel

Description
Whether you are using QuickBooks Desktop Pro or the Online version, or you are looking to learn and use Excel for data and business analysis, we have you covered with this huge value five-course bundle!Our no-nonsense training will get you up and running with QuickBooks Desktop 2022 and QuickBooks Online. The courses start at the very beginning and assume no prior knowledge. Your expert instructor will guide you every step of the way on how to put QuickBooks to work.The courses are self-paced and cover all the essential QuickBooks functionalities. We produce a new QuickBooks Desktop course each year, so we know the application well, and we know how to teach it!What’s another thing we’re good at? Teaching Excel.Our expert trainer will get you started in Excel PivotTables, an interactive way of quickly summarizing large data sets while letting you analyze them clearly and effectively. She will discuss the importance of cleaning your data before creating your first Pivot Table. You will also learn how to create Pivot Charts and format your PivotTables and charts.Finally, learn specific functions, formulas, and tools available in Excel that can help conduct business or data analysis. We start by looking at how to take raw data and prepare it for analysis before discussing the tools and functions that can be used to conduct analysis in Excel. We also teach you how to present your data using tables and charts, as well as some advanced techniques designed to aid forecasting and future trends.Our Excel courses include downloadable excel data files that the instructor uses in the tutorial so you can follow along.What's included?QuickBooks Desktop Pro 2022Navigating QuickBooks Desktop 2022Creating a chart of accountsSetting up your company file in QuickBooksReconciling bank statements and bank feedsManaging expenses including mileageSetting up automated payment remindersCustomizing QuickBooks to your needsUsing the QuickBooks payroll functionalityCreating a budget and generating budget reportsInvoicing and entering billsCreating estimates in QuickBooksManaging customers and jobsWorking with sales taxSetting up loans and loan paymentsWorking with inventory, creating purchase orders, and paying for itemsDealing with checks and credit card accountsUsing QuickBooks to produce reportsConverting QuickBooks account from PC to MacScanning and uploading receipts using the receipt management appDifferentiating between the Canadian and US versions of QuickBooksBacking up your QuickBooks company dataQuickBooks Online for BeginnersHow to create a company file and set up your chart of accountsSetting up your preferences in QuickBooks® to suit your companyCreate invoices, enter and pay bills and purchase ordersAll about estimates and working with customers and jobsHow to work with sales taxAbout receiving items, inventory, creating purchase orders, and paying for itemsHow to reconcile bank statementsHow to set up recurring items and journal entriesQuickBooks Online AdvancedHow to create and access forms in QuickBooks OnlineAll about how to edit forms in QuickBooks OnlineAbout generating reports, customizing reports, and memorizing reportsAll about audit trails in QuickBooks OnlineHow to adjust sales tax settings, including adjusting tax rates on invoicesHow to set up and run Payroll on QuickBooks OnlineHow to use the Mail Merge function in QuickBooks OnlineHow to set up reminders and automatic or recurring entriesHow to use Projects in QuickBooks OnlineAbout dealing with unusual depositsHow to work with errors and refundsHow to write off bad debts in QuickBooks OnlineHow to create monthly statementsHow to deal with advanced vendor issues such as pre-paid expensesPivotTables for BeginnersHow to clean and prepare your dataCreating a basic PivotTableUsing the PivotTable fields paneAdding fields and pivoting the fieldsFormatting numbers in PivotTableDifferent ways to summarize dataGrouping PivotTable dataUsing multiple fields and dimensionThe methods of aggregationHow to choose and lock the report layoutApplying PivotTable stylesSorting data and using filtersCreate pivot charts based on PivotTable dataSelecting the right chart for your dataApply conditional formattingAdd slicers and timelines to your dashboardsAdding new data to the original source datasetUpdating PivotTables and chartsExcel for Business AnalystsHow to merge data from different sources using VLOOKUP, HLOOKUP, INDEX MATCH, and XLOOKUPHow to use IF, IFS, IFERROR, SUMIF, and COUNTIF to apply logic to your analysisHow to split data using text functions SEARCH, LEFT, RIGHT, MIDHow to standardize and clean data ready for analysisAbout using the PivotTable function to perform data analysisHow to use slicers to draw out informationHow to display your analysis using Pivot ChartsAll about forecasting and using the Forecast SheetsConducting a Linear Forecast and Forecast SmoothingHow to use Conditional Formatting to highlight areas of your dataAll about Histograms and RegressionHow to use Goal Seek, Scenario Manager, and Solver to fill data gapsThis course bundle includes:30+ hours of video tutorials300+ individual video lecturesCourse and exercise files to follow alongCertificate of completion

Who this course is for:
Small business owners or those managing QuickBooks for a small business., If you own a small business, freelance as a bookkeeper, or simply manage your company’s accounts in QuickBooks, you’ll love this straightforward and up-to-date course!, Users who have a foundation of Microsoft Excel and seeking to advance their Excel 2019/365 knowledge., People looking to perform Data Analysis using Excel, Beginner Excel users who want to learn how to use PivotTables, Business analysts who are Excel users