*** Are you are looking for QUICKBOOKS TRAINING? ***

$525 for a comprehensive 2-day course in Microsoft Excel (any versions 2007 through 2016)

Next Excel Class in Miami
Tuesday September 26th and Thursday September 28th , 2017                    8
:30 am – 5:00 pm  

Classes are taught in our state-of-the-art training facility in Doral, FL.  All Attendees will have their own workstation to practice while the trainer shows step by step on the screen.

Call us 305-692-0001 or e-mail info@quickbooks-training.net

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We offer a 2-day LIVE (in person) comprehensive course in Microsoft Excel.  We base the practice scenarios in Excel to financial, transaction, and accounting data;  almost all of our exercises are based on exported data from QuickBooks and other typical financial data.   We have a very unique approach to teaching excel and our target student is typically a Business Owner, Accountant/Bookkeeper, or Finance Professional.

 

 

 

 

 

 

Curriculum:

Day 1 (Morning 8:30am to 12:00pm)

  1. The spreadsheet concept (5)
    • Columns and rows
    • Keep the data together
  2. Navigation tools and basic functions – learn to move around like a pro (20)
    • The significance of ‘space’
    • Inserting rows and columns
    • Deleting rows and columns
    • Hiding and unhiding rows and columns
    • Amazing shortcuts
  1. Freeze Panes (5)
  2. Selecting (highlighting) data (4)
  3. Using the ‘Fill’ feature (20)
    • Days
    • Dates
    • Months
    • Numbered lists
    • Difference between a ‘Constant’ or ‘Dynamic’ list
  4. Making it Look Great! – Formatting data, cells (25)
    • Bold, Italic, Underline
    • Shading
    • Avoid using ‘Merge & Center’
    • Why NOT to fill a whole row or column with colored cells
  1. Sorting Data (15)
    • Sort order
    • Multiple levels
    • Sorting by color
    • What happens when the Field Titles aren’t right?
  2. Using Filters (Basic) (8)
  3. Text To Columns (10)
    • Names with spaces
    • Names with commas
    • Manufacturer codes with colons or hyphens
  1. Working with Sheet Tabs (8)
    1. Moving and copying
    2. When you do NOT want to copy a worksheet
    3. Colors
    4. See all tabs – right-click on ‘sheet tab arrow’ indicator
  2. Basic Formulas (10)
    • Sum (Why NOT to use the Auto Sum feature)
    • Average
    • Max and Min
  1. Understanding Formulas (20)
    • Relative Cell References
    • Examples
  2. Shortcut for copying formulas (7)
    1. Special trick for when the shortcut does not work
  3. Text Formulas (13)
    • =Right and =Left
    • Using Len formulas
    • Uppercase and Proper case
  4. Concatenation (15)
    • Basic concatenation
    • Preparing data for imports (Sub acct plus item code)
    • ‘Putting it all together’ (names, city, state, zip)
  5. Conditional Formatting (15)
    • One or two subsets
    • Finding duplicates
    • Based on a formula

Day 1 – (Afternoon 1:30pm to 5:00pm)

  1. Pivot Tables – The ultimate tool (25)
    • The basics
    • Using multiple levels
    • Refresh data
    • Value field settings
    • Using filters and ‘Slicers’ (Must be in .xlsx file type to use slicers)
    • Display options: Classic view & Expand/Collapse view
  2. Selecting and working with multiple items (9)
    • Working with columns
    • Entering data in multiple places
    • Entering data and formatting multiple sheets
    • Using the F4 shortcut (very useful with formats like special borders)
  3. Going someplace ‘Special’ – Using the GoTo Special option (15)
    • Deleting all blank rows instantly (very cool!)
    • Using the ‘Visible Cells Only’ option
  4. Fixing ‘Words’ that look like numbers (3)
    • Using Text to Columns (fixes negative numbers with the sign on the wrong side
  5. Using Advanced Filters (12)
    • Text filters
    • Number filters
    • Custom filters
  6. Keyboarding – Save loads of time using keyboard commands for many common tasks (12)
    • Inserting rows and columns
    • Paste Special Values
    • Adjusting column width and row height
    • Centering text
  7. Using ‘Comments’ (5)
    • How and why
    • Using the shortcut
    • Using the ‘Find’ Feature
  1. Using Find & Replace (12)
    • Cleaning up a lot in a very short time
      • Using a ‘wildcard’
      • Using in formulas
  2. Removing duplicates (8)
    • Single column
    • Multiple columns
  3. Word Wrap (5)
  4. Analyzing data with IF formulas (30)
    • Basic IF formulas
    • IF formulas with LEN
    • IF formulas with multiple conditions (and/or)
    • Nested IF formulas using ‘Text’ formulas
  1. Working with dates (22)
    • Understanding the concept
    • Using IF formulas with date formulas
    • Get the first day of any month
    • Get the last day of any month
  1. Protecting your work (15)
    • Sheet protection
    • How it works
    • Lots of options
  2. Data Validation (12)
    1. Control data input
    2. Check for number of characters in a cell
    3. Create controlled lists to maintain consistency
  3. Printing in Excel (15)
    • Page setup – Fit To One Page
    • Margins
    • Print Title Rows
    • Adjustments using row height and column width
    • Adjusting font size
    • Laws of physics still apply

Day 2 (Morning 8:30am to 12:00pm)

  1. The amazing VLOOKUP (30)
    • Practical uses
    • Using named ranges
    • What happens when the VLOOKUP does not work?
      (using formulas to ‘correct’ data)
    • =Trim
  2. Using ISERROR and ISBLANK (15) Help is on the way!
  3. Using SUMIF and COUNTIF (35)
    • When a Pivot Table won’t work
    • Double-checking for errors
    • SUMIF formulas
    • SUMIFS formulas
    • COUNTIF formulas
  4. Additional formulas (30)
    • CountA
    • Countblank
    • =Exact
    • Rounding
  1. Using MID and FIND to extract information from cells (20)
  2. Goal Seek (15)
  3. Working with charts (15)
    • Creating basic charts
    • Working with axis settings
    • Setting up ‘linked’ chart title
  1. Using basic Audit Tools (10)
    • Precedents
    • Dependents
    • Circular References

Day 2 (Afternoon 1:30pm to 5:00pm)

  1. Recording macros (45)
    • Turning on the ‘Developer’ menu
    • Recording a macro
    • Setting to a CTRL key shortcut
    • Automatically clean up reports
      • Formatting Cells
      • Number formats, fill color, etc.
      • Deleting columns
      • Inserting rows
      • Entering formulas, etc.
      • Creating an icon on the Quick Access Toolbar
    • Create macro ‘buttons’
      1. Naming buttons
      2. Moving buttons

 

 

Full 2-day course $525 (with 14 hour CPE certificate for Accountants)

Recommended Reference Materials (PDF/Printable)

 

Class Location:
7791 NW 46th Street #109
Doral, FL 33166

Trainer:

Norman Axelman
Certified QuickBooks ProAdvisor
Microsoft Office Specialist

 

 

Call us 305-692-0001 or e-mail info@quickbooks-training.net

To pay $525 for 2-day Excel Class @ Doral,FL on 08/15/2017 and 08/17/17 via PayPal, click the link bellow.
If you do not have a PayPay Account, you can click on: “Pay with a debit or credit card, or PayPal Credit” looks like this:
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For More Information

Call us to 954-633-2718 or email: hector@quickbooks-training.net