Microsoft Excel and QuickBooks Online
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Microsoft Excel and QuickBooks Online

Learn how to analyze business data from QuickBooks Online using Microsoft Excel
0.0 (0 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
1 student enrolled
Created by Tymone Green
Last updated 7/2017
English
Current price: $10 Original price: $90 Discount: 89% off
5 hours left at this price!
30-Day Money-Back Guarantee
Includes:
  • 4 hours on-demand video
  • 10 Supplemental Resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I 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.
View Curriculum
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 is the target audience?
  • 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.
Compare to Other Data Analysis Courses
Curriculum For This Course
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
Section Overview
00:46

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
Section Overview
01:22

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
Section Overview
01:33

Creating a Pie Chart-Part 1
09:51

Creating a Pie Chart-Part 2
07:54

Creating a Bar Chart
07:19
About the Instructor
Tymone Green
4.2 Average rating
22 Reviews
105 Students
3 Courses
Dedicated QuickBooks Instructor

Known for my ability to get students to maximize their full potential, I have created fun and enriching learning environments throughout my education career.  Using humor and “catchy” phrases, I can engage my students and get them to focus during lectures.  My teaching style focuses on critical thinking, problem solving, effective decision making, and conflict resolution.  I utilize my 15 years of corporate experience to provide my students with a real-world perspective.  I have worked with students enrolled in Allied Health, Paralegal, and Business programs and prepared them to be key contributors in the modern work environment. In addition to teaching, I design and implements accounting and information management systems for small business owners.  I founded my company, TLG Information Solutions, LLC, a firm dedicated to providing small business owners with efficient QuickBooks and Virtual Bookkeeping solutions, in January 2016. 

I am looking forward to working with you as you achieve your education goals.,