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

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 2022

• Navigating QuickBooks Desktop 2022

• Creating a chart of accounts

• Setting up your company file in QuickBooks

• Reconciling bank statements and bank feeds

• Managing expenses including mileage

• Setting up automated payment reminders

• Customizing QuickBooks to your needs

• Using the QuickBooks payroll functionality

• Creating a budget and generating budget reports

• Invoicing and entering bills

• Creating estimates in QuickBooks

• Managing customers and jobs

• Working with sales tax

• Setting up loans and loan payments

• Working with inventory, creating purchase orders, and paying for items

• Dealing with checks and credit card accounts

• Using QuickBooks to produce reports

• Converting QuickBooks account from PC to Mac

• Scanning and uploading receipts using the receipt management app

• Differentiating between the Canadian and US versions of QuickBooks

• Backing up your QuickBooks company data

QuickBooks Online for Beginners

• How to create a company file and set up your chart of accounts

• Setting up your preferences in QuickBooks® to suit your company

• Create invoices, enter and pay bills and purchase orders

• All about estimates and working with customers and jobs

• How to work with sales tax

• About receiving items, inventory, creating purchase orders, and paying for items

• How to reconcile bank statements

• How to set up recurring items and journal entries

QuickBooks Online Advanced

• How to create and access forms in QuickBooks Online

• All about how to edit forms in QuickBooks Online

• About generating reports, customizing reports, and memorizing reports

• All about audit trails in QuickBooks Online

• How to adjust sales tax settings, including adjusting tax rates on invoices

• How to set up and run Payroll on QuickBooks Online

• How to use the Mail Merge function in QuickBooks Online

• How to set up reminders and automatic or recurring entries

• How to use Projects in QuickBooks Online

• About dealing with unusual deposits

• How to work with errors and refunds

• How to write off bad debts in QuickBooks Online

• How to create monthly statements

• How to deal with advanced vendor issues such as pre-paid expenses

PivotTables for Beginners

• How to clean and prepare your data

• Creating a basic PivotTable

• Using the PivotTable fields pane

• Adding fields and pivoting the fields

• Formatting numbers in PivotTable

• Different ways to summarize data

• Grouping PivotTable data

• Using multiple fields and dimension

• The methods of aggregation

• How to choose and lock the report layout

• Applying PivotTable styles

• Sorting data and using filters

• Create pivot charts based on PivotTable data

• Selecting the right chart for your data

• Apply conditional formatting

• Add slicers and timelines to your dashboards

• Adding new data to the original source dataset

• Updating PivotTables and charts

Excel for Business Analysts

• 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

• About using the PivotTable function to perform data analysis

• How to use slicers to draw out information

• How to display your analysis using Pivot Charts

• All about forecasting and using the Forecast Sheets

• Conducting a Linear Forecast and Forecast Smoothing

• How to use Conditional Formatting to highlight areas of your data

• All about Histograms and Regression

• How to use Goal Seek, Scenario Manager, and Solver to fill data gaps

This course bundle includes:

1. 30+ hours of video tutorials

2. 300+ individual video lectures

3. Course and exercise files to follow along

4. Certificate of completion

TAKE THIS COURSE