Analyzing Data with QuickBooks Online and Microsoft Excel
5.0 (1 rating)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
24 students enrolled

Analyzing Data with QuickBooks Online and Microsoft Excel

Understanding Your Business using Microsoft Excel
5.0 (1 rating)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
24 students enrolled
Created by Tymone Green
Last updated 7/2017
English
English [Auto]
Current price: $96.99 Original price: $149.99 Discount: 35% off
2 days left at this price!
30-Day Money-Back Guarantee
This course includes
  • 4 hours on-demand video
  • 10 downloadable resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What you'll learn
  • Export reports from QuickBooks Online into Microsoft Excel.
  • Understand how Microsoft Excel is used to analyze business information.
  • Understand business analysis formulas.
  • Understand business analysis functions.
  • Construct a basic pivot table.
  • Group items on a pivot table.
  • Create a pie chart.
  • Create a bar chart.
Requirements
  • Students should have some familiarity with Microsoft Excel as this course will focus on formulas and functions
  • Students should be familiar with how to save documents in Microsoft Excel.
Description

In this course, I will show you how to use Microsoft Excel formulas to analyze financial data. QuickBooks Online has the ability to export reports into Microsoft Excel. The course will include a basic discussion on the features of QuickBooks Online and demonstrate how data can be extracted from QuickBooks Online into Microsoft Excel. Once this data is exported into Microsoft Excel, it can be manipulated (analyzed) to assist in the business decision making process. The Excel topics covered in this course will include:

  1. Sorting and Grouping
  2. Autosum
  3. Sumif Function
  4. Sumifs Function
  5. Count Function
  6. Countifs Function
  7. Concatenate Function
  8. Pivot Tables
  9. V-Lookups
  10. Conditional Formatting
  11. Data Validation
  12. Charting (Pie and Bar Charts)

This course includes downloads that supplement the lectures.  It is best to use these downloads in conjunction with the lectures.

Who this course is for:
  • Small business owners who want to learn how to use Microsoft Excel to perform analysis in their businesses
  • Individuals who want to become familiar with how to use Microsoft Excel's functions and formulas to perform duties within their jobs
  • Anyone who want to learn how to export QuickBooks Online Documents into a Microsoft Excel spreadsheet.
Course content
Expand all 28 lectures 03:46:31
+ Microsoft Excel Overview
4 lectures 35:55
QuickBooks Online Integration with Microsoft Excel
12:10
Generating QuickBooks Online Reports
05:54
+ Microsoft Excel Basic Formulas and Functions
11 lectures 01:14:06
Exporting QBO Reports into Microsoft Excel
08:26
Microsoft Excel Customization
08:19
Sorting Data
07:45
Concatenate Function
10:05
Conditional Formatting
05:50
Auto Sum
08:13
Averages
06:08
Maximum and Minimum
03:36
Count Function
03:11
Subtotaling
11:47
+ Microsoft Excel Analytical Functions
9 lectures 01:29:53
If Then
08:43
Sumifs
06:03
Nested If
09:02
Countifs
07:46
V-Lookup
14:46
Pivot Tables
15:29
Pivot Tables-Grouping
12:14
Data Validation
14:28
+ Charts and Graphs
4 lectures 26:37
Creating a Pie Chart-Part 1
09:51
Creating a Pie Chart-Part 2
07:54
Creating a Bar Chart
07:19