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Webinar Instruction will be emailed on your registered email address 3 days prior to webinar | Web Download / e-Transcript will be shared in 7 working days from the date of webinar
In this presentation, author of QuickBooks Online for Dummies and Excel expert David H. Ringstrom, CPA, will guide participants through a comprehensive exploration of budgeting in QuickBooks. Topics covered include enabling Plus and Advanced users to create and edit budgets within QuickBooks. Learn how to maximize the integration of Quickbooks Online and Microsoft Excel to streamline reporting and analysis. The presentation covers exporting, customizing, and analyzing data, while also introducing modern Excel features—ranging from PivotTables and Autofill tools to AI-powered analysis in Microsoft 365.
You’ll gain valuable insights and practical skills to optimize your budgeting processes in QuickBooks Online as well as Microsoft Excel. David will demonstrate how to efficiently extract and transform QuickBooks reports, resolve formatting frustrations, and build robust, self-updating reporting systems with Excel. You’ll learn valuable techniques such as customizing Profit and Loss reports, using Power Query to merge and clean data, streamlining filters with Slicers, creating in-cell dropdowns, automating time-based extractions, and more.
Session Highlights:
Learning objectives:
Credits and Other information:
Who Will Benefit:
Coder Archives is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Speaker Profile:
David H. Ringstrom, CPA, with over 30 years of experience in spreadsheet consulting and training. As the founder of Accounting Advisors, Inc., established in 1991, I specialize in helping accounting professionals harness the full potential of Microsoft Excel to streamline workflows.​
I coined the phrase "Either you work Excel, or it works you," reflecting my commitment to empowering users to master Excel’s capabilities. I've conducted over 2,500 live webinars and authored multiple books, including Microsoft 365 Excel for Dummies, Exploring Microsoft Excel’s Hidden Treasures, QuickBooks Online for Dummies, and Idiot's Guide to Introductory Accounting.
Before becoming an author I wrote freelance articles on spreadsheets for twenty years, some of which were published internationally. I also served as technical editor for over forty accounting software books. Through my work, I aim to provide practical, real-world solutions that enhance efficiency and accuracy in financial tasks.​
Credits and Other information:
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