Analyzing Data with QuickBooks Online and Microsoft Excel

Course details

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.