QuickBooks Pro, QuickBooks Online, and Excel 4-Course Bundle

This course includes downloadable course instructor files and exercise files to work with and follow along.

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 four-course bundle!

Our no-nonsense training will get you up and running with QuickBooks Desktop 2022 and QuickBooks Online (2026 Update). 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 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.

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

Mastering QuickBooks Online (2026 Update)

• Set up a QuickBooks Online company file for a business.

• Customize the Chart of Accounts to match business needs.

• Configure tax settings to support accurate compliance.

• Connect bank and credit card accounts securely.

• Record income, expenses, and payments correctly.

• Create and send invoices to customers.

• Manage vendor and customer transactions efficiently.

• Use AI tools to automate bookkeeping tasks.

• Perform bank reconciliations to ensure accurate records.

• Track projects and inventory within QuickBooks Online.

• Generate and customize financial reports for decision making.

• Prepare accounts for tax filing and year-end review.

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