Mastering Microsoft Excel & Word for QuickBooks Users

Finally, comprehensive Excel training designed just for you! Get even more from QuickBooks by mastering beginner to advanced Excel skills specifically chosen for small business owners and managers. Includes more than 3 hours of training. Earn 6 hours of CPE credit.

Please note: under certain conditions, this product may not work with Windows Vista OS.

"I learned so much about using Microsoft Excel and QuickBooks. I can't wait to try some of the tricks I learned" Olga- Fairfax, VA

Topics

  • The Basics:
    What are spreadsheets and workbooks?
    Navigate in Excel
    Entering/Editing cells
    Adding/deleting rows and columns (adjacent and non adjacent)
    Get help in Excel
    Export tips
    Export to new and existing workbooks
    Align and move worksheets

  • Save Time:
    Create Macros so Excel automatically completes a number of steps for you
    Keyboard and mouse shortcuts
    Fill series-tells Excel to complete a list of numbers, days, months etc. automatically
    Printing techniques so you don't waste time trying to print sheets the way you want

  • Formatting:
    Create the look you want
    Merge and center cells
    Add borders
    Accounting vs. Currency styles
    Format painter
    Add tab colors
    Add comments
    Freeze panes (so column and row headings don't disappear when you scroll through reports)
    Understand date formats and why dates sometimes appear as numbers

  • Real World Applications:
    Create an amortization schedule quickly
    Create expense reimbursement forms and speed up bank reconciliation
    Create your own graphs of QuickBooks data

  • Summarizing Data:
    Calculating mean vs. median
    Pivot tables and charts
    Group and sort data
    Count function (to save you time)

  • Importing:
    Import lists from Excel into QuickBooks
    Data mapping
    Import IIF files

  • Security:
    Set passwords for workbooks
    Protect worksheets
    Lock individual cells from editing

  • Analyze Your Data:
    "What If?" analysis
    Goal seek

  • Formulas and Calculations:
    Relative vs. absolute references (understand the difference and when to use each!)
    Array and 3-D Formulas...and when to use them

  • Customize Excel:
    Create your own toolbar and menu
    Move and add toolbar and menu commands
  • Duration
    6 hours

    Includes
    1 CD or DVD

    Optional Recommended CPE
    11

    Price
    Member $199.95 (Register through our Members Only Internet portal)
    Nonmember Price $249.95

    30 Day 100% Money Back Guarantee
    If you are not completely satisfied with this learning CD or DVD, return it within 30 days from the shipping date and you will receive a full refund (less the shipping and handling charges).

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