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

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

Created by: Simon Sez IT
990,000+ Students, 290+ Courses, Learners in 180+ Countries

What Will I 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

Target audience

• 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