Description:

In this video we show to you excel tips for QuickBooks users

Video:

Table of contents:

  • 00:00:00 – Intro (hosts, sponsors, guest speakers, CPE process, upcoming events, topics, polling question, why do accountants and QB power users need Excel skills)
  • 00:13:15 – Preparing data for QuickBooks (Jeff Lenning, CPA CITP) (Microsoft certified)
  • 00:14:26 – Overview (preparing data) (joining columns, splitting columns, flashfill excel 2013) (topics from excel university V3)
  • 00:16:10 – Contents (topics, exercises)
  • 00:16:55 – Split columns (Excel file) (example) (http://www.excel-university.com/qbpowerhour)
  • 00:17:20 – How to split account column into different columns (text to columns feature) (step by step)
  • 00:23:08 – Combine columns (example) (step by step) (CONCATENATE formula) / (& formula concatenate operator)
  • 00:27:15 – Flashfill feature (example) (step by step)
  • 00:31:32 – Additional resources (excel university blog spots, article, excel training)
  • 00:32:09 – Flattening data (excel university) (alternatives, functions, approach)
  • 00:33:50 – Articles
  • 00:34:40 – Excel university (discount) (store.excel-university.com)
  • 00:38:35 – Excel keyboard shortcuts (download spreadsheet with ALL shortcuts) (link)
  • 00:41:13 – Top excel “add-ins” to increase your efficiency in excel
  • 00:42:40 – Example (item list)
  • 00:43:18 – PDF2XL (example) (how the program works) (step by step) (export, conversion format, convert)
  • 00:44:46 – Easy way to export pdf information to excel (open excel file) (pdf2xl tool) (step by step)
  • 00:46:40 – Keyrocket tool (how it works) (link)
  • 00:49:39 – How to import item list into QuickBooks (Concatenate formula, import) (step by step) (example)
  • 00:53:25 – QuickBooks Desktop (import, add/edit multiple, advanced import, import a file, create mapping) (step by step)
  • 00:57:00 – How to see error log
  • 00:57:41 – Chart of accounts (income account) (example) (add new account)
  • 00:58:24 – File (utilities, import, excel files, add/edit multiple list entries, import a file, error log, fix error, import again)
  • 01:01:19 – Add/edit multiple list entries
  • 01:02:01 – Item list (edit item)
  • 01:03:00 – Import a file (duplicate record found, apply)
  • 01:04:08 – Excel add-ins
  • 01:05:00 – Poll questions
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