QuickBooks Online with Microsoft Excel 2019

Details

Introduction to Microsoft Excel 2019

If you want to learn the 2019 version of Microsoft Excel, this course will introduce you to the program's basic functions and uses. You will learn numerous shortcuts to quickly and efficiently set up worksheets.

Intermediate Microsoft Excel 2019

Learn how harness the power of Excel's data analysis tools and AutoFilter commands and how to create macros that eliminate repetitive tasks.

Introduction to QuickBooks Online

This QuickBooks course will teach you how to manage your business finances with QuickBooks Online. You will learn to use key features of QuickBooks Online and gain hands-on experience creating invoices, receipts, statements and more.

Intermediate QuickBooks Online

This course dives deeper into the software's intermediate features, such as tracking product and service items, managing inventory, and customizing sales forms.

Suite bundles are not eligible for partial drops or refunds. Transfers to other open sessions of the same course are available. Please refer to your school for additional details regarding drops, transfers, and refunds on Suite bundles.

Enrollment Options:

Instructor-Led
6 Weeks Access Course Code: B14126
Start Dates* Sep 18 | Oct 16 | Nov 13 | Dec 18
*Choose start date in cart

$510.00

USD

Enroll before 31th May and get high quality lamination on your hardcopy certificate absolutely free! Use your certificate to your advantage by showing your certified credentials to prospective employers and recruiters.

Syllabus

  1. Intermediate Microsoft Excel 2019/Office 365
    1. Excel Charts and Graphs
    2. More Excel Charts
    3. AutoFilter and Sorting
    4. Goal Seeking
    5. Pivot Tables
    6. Advanced PivotTables
    7. Solver
    8. Sparklines
    9. Macros
    10. Introduction to Functions
    11. Math/Trig Functions
    12. VLOOKUP, INDEX, and MATCH Functions
  2. Intermediate QuickBooks Online
    1. Managing Setting, Users, and Accountants
    2. Product and Service Items
    3. Managing Inventory
    4. Customizing Sales Forms and Tracking Classes and Locations
    5. Managing Projects and Sales
    6. Progress Invoicing and Bad Debts
    7. Payroll and Gift Cards
    8. Fixed Assets and Loans
    9. Business Entities and Owner Transactions
    10. Banking Rules and Budgets
    11. Multiple Currencies and Vehicle Mileage
    12. Adjusting and Reviewing the Books
  3. Introduction to Microsoft Excel 2019/Office 365
    1. Excel Basics
    2. Creating a Worksheet
    3. Time-Savers
    4. Relative, Absolute, Mixed, and Circular References
    5. Three-Dimensional Workbooks
    6. Sorting, Subtotaling, and Filtering
    7. Charting Basics
    8. Advanced Charting Techniques
    9. Intro to Excel's Statistical Functions
    10. Financial Functions
    11. Worksheet Automation
    12. Mastering Excel's IF Function
  4. Introduction to QuickBooks Online
    1. Getting Started
    2. Accounting Basics
    3. The Chart of Accounts
    4. Centers and Lists
    5. Bank Accounts
    6. Recording Expenses
    7. Paying Bills
    8. Credit Cards and Loans
    9. Recording Income
    10. Invoices and Estimates
    11. Billable Expenses and Customer Credits
    12. Sales Taxes and Reports

Requirements

Hardware Requirements:

  • This course can be taken on either a PC or Mac.

Software Requirements:

  • PC: Windows 8 or newer.
  • Mac: OS X Snow Leopard 10.6 or later.
  • Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge and Safari are also compatible.

Other:

  • Email capabilities and access to a personal email account.

Prerequisites

There are no prerequisites to take this course.

Instructor

Scott Paxton

Scott Paxton is a Certified Public Accountant and holds master's degrees in business administration and accounting. His background includes experience as a public accountant, a manager in the banking industry, an entrepreneur and a college business instructor. Paxton has also spent much of his career helping small business owners successfully implement and troubleshoot QuickBooks.

Chad Wambolt

Chad Wambolt has spent his entire professional career in the finance field, working for both private and publicly-held companies with sales ranging from $500 million to $3 billion. He is a graduate of Boise State University, where he obtained his bachelor's degree in accounting. Through the course of his career, Wambolt became an expert user of Microsoft Excel. Since 1997, he has taught Excel to students of varying skill levels and helped organizations streamline internal processes.

Reviews

About ExpertRating

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ExpertRating is an ISO 9001:2015 certified company, which reflects that our courses and tests conform to the highest international quality standards. Our training material is prepared by thorough professionals with years of experience, and goes through several rounds of analysis by expert teams to help develop well-balanced, comprehensive and meaningful content.