In this presentation, author and Excel expert David H. Ringstrom, CPA, will guide you through the intricacies of analyzing QuickBooks Desktop data using Microsoft 365 for Windows. Attendees will learn how to open a QuickBooks Sample Company and export Profit & Loss data to Excel via CSV, along with best practices for opening CSV files manually. David will demonstrate self-updating connections to CSV files, minor data clean-up techniques, and utilizing SUMIF wildcards for matching data. The session will also cover creating Transaction Detail Reports, summarizing data with PivotTables, and effectively slicing QuickBooks data. Participants will discover how to customize and export reports to Excel, including merging multiple reports for comprehensive analysis. Finally, David will address Power Query properties and data connection security prompts, ensuring you leave equipped with actionable insights and the confidence to apply what you've learned.
David H. Ringstrom, CPA, has more than 30 years of experience as a spreadsheet and accounting software consultant and speaker. He has presented over 2,500 live webinars and is the author or co-author of ten books, including “Microsoft 365 Excel All-in-One for Dummies”, “Microsoft 365 Excel for Dummies”, “Exploring Microsoft Excel’s Hidden Treasures”, and “QuickBooks Online for Dummies”.
In his webinars, David demonstrates every technique twice: first on a PowerPoint slide with numbered steps, and then live in Excel for Microsoft 365 for Windows. He highlights any differences in Excel 2024, 2021, or 2019 during the presentation and in his detailed handouts. Attendees also receive an Excel workbook containing most of the examples he uses, making it easy to follow along and apply the techniques later. David additionally supports Excel for Mac users by answering their follow-up questions via email.
This webinar is available with
NO ADDITIONAL FEE if you have an active
all access membership or
webinar membership or can be purchased for
$29.00!
| Instructor: | David Ringstrom |
| Course No: | COMP-QBOOKS-G34125 |
| Recommended CPE: | 2.00 |
| Delivery Method: | Group Live - Seminar |
| Date Offered: | 3/23/2027 10:00 AM - 12:00 PM |
| Level of Knowledge: | Basic |
| Prerequisites: | Prior experience with Microsoft Excel is recommended |
| Advanced Preparation: | None |
| Registration Requirements: | No registration is required |
| Recommended Field of Study: | Computer Software and Applications
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Learning Objectives
- Recall QuickBooks report offers the most analysis-ready format for analyzing sales transaction?
- Define the purpose of Excel's Slicer feature.
- Recall which menu the Get Data command appears on in Excel 2019 and later.