QB Power Hour: Excel Tips for QuickBooks Users. Part 1

QuickBooks 30-day free trial + 30% off for 12 months:
Recorded 04/02/2015
Hector Garcia and Michelle Long joined by Jeff Lenning, CPA from Excel University in an All Excel episode on Excel Tips and Tricks!

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)
00:17:20 – 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
00:38:35 – 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

You can download this episodes Excel materials from our Guest Speaker, Jeff Lenning, CPA:
If you want to become an excel expert, I strongly suggest you enroll into his course with the 20% offer he has extended!

PDF2XL OCR
COUPON CODE 30% OFF: TAXDAY30

Key Rocket - learn excel shortcuts at your own pace!
NO COUPON CODE NEEDED FOR 20% OFF, USE LINK ABOVE

QB2EXCEL transfer QB Desktop data to Excel

[HectorGarciaCPA]

PDF2XL OCR

Key Rocket - learn excel shortcuts at your own pace!
NO COUPON CODE NEEDED FOR 20% OFF, USE LINK ABOVE

[EssaysCollege]

Both of your businesses are LLCs? What about the payroll tax savings? Since you both are CPAs can you do a video suggesting the pros and cons of going LLC over S-Corp. and vice versa?

[sasquatbigfoot]

Hector, I have a request, I tried to download your KeyBoardShortCuts however the system said you had moved it or changed it, is it possible to obtain a copy? Blair Burleson improved excel user

[lesliesimmons]

Thank you! This was a great webinar. I can't always catch QB Power Hour live, so thanks for recording this.