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4.14
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QuickBooks Pro, QuickBooks Online, and Excel 5-Course Bundle

Learn QuickBooks Desktop Pro, QuickBooks Online, Excel PivotTables, and advanced Excel functions for Business Analysts!
Instructor:
Simon Sez IT
82 students enrolled
English [Auto]
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

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 five-course bundle!

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

Our Excel courses include downloadable excel data files that the instructor uses in the tutorial so you can follow along.

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

QuickBooks Online for Beginners

  • How to create a company file and set up your chart of accounts

  • Setting up your preferences in QuickBooks® to suit your company

  • Create invoices, enter and pay bills and purchase orders

  • All about estimates and working with customers and jobs

  • How to work with sales tax

  • About receiving items, inventory, creating purchase orders, and paying for items

  • How to reconcile bank statements

  • How to set up recurring items and journal entries

QuickBooks Online Advanced

  • How to create and access forms in QuickBooks Online

  • All about how to edit forms in QuickBooks Online

  • About generating reports, customizing reports, and memorizing reports

  • All about audit trails in QuickBooks Online

  • How to adjust sales tax settings, including adjusting tax rates on invoices

  • How to set up and run Payroll on QuickBooks Online

  • How to use the Mail Merge function in QuickBooks Online

  • How to set up reminders and automatic or recurring entries

  • How to use Projects in QuickBooks Online

  • About dealing with unusual deposits

  • How to work with errors and refunds

  • How to write off bad debts in QuickBooks Online

  • How to create monthly statements

  • How to deal with advanced vendor issues such as pre-paid expenses

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

You can view and review the lecture materials indefinitely, like an on-demand channel.
Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don't have an internet connection, some instructors also let their students download course lectures. That's up to the instructor though, so make sure you get on their good side!
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Includes

32 hours on-demand video
10 articles
Full lifetime access
Access on mobile and TV
Certificate of Completion