What you'll learn:
- Navigating QuickBooks Desktop 2022 and customizing it according to your needs.
- Reconciling bank statements and bank feeds and dealing with checks and credit card accounts.
- Managing expenses including mileage, invoicing, entering bills, and setting up loans and loan payments.
- Track projects and inventory within QuickBooks Online.
- Configure tax settings to support accurate compliance., and connect bank and credit card accounts securely.
- Use AI tools to automate bookkeeping tasks.
- How to clean and prepare your data and create a basic PivotTable.
- How to choose and lock the report layout, and applying PivotTable styles.
- Selecting the right chart for your data, and apply conditional formatting.
- How to merge data from different sources using VLOOKUP, HLOOKUP, INDEX MATCH, and XLOOKUP.
- How to use IF, IFS, IFERROR, SUMIF, and COUNTIF to apply logic to your analysis.
- How to split data using text functions SEARCH, LEFT, RIGHT, MID.
This course includes downloadable course instructor files and exercise files to work with and follow along.
Whether you are using QuickBooks Desktop Pro or the Online version, or you are looking to learn and use Excel for data and business analysis, we have you covered with this huge value four-course bundle!
Our no-nonsense training will get you up and running with QuickBooks Desktop 2022 and QuickBooks Online (2026 Update). The courses start at the very beginning and assume no prior knowledge. Your expert instructor will guide you every step of the way on how to put QuickBooks to work.
The courses are self-paced and cover all the essential QuickBooks functionalities. We produce a new QuickBooks course each year, so we know the application well, and we know how to teach it!
What’s another thing we’re good at? Teaching Excel.
Our expert trainer will get you started in Excel PivotTables, an interactive way of quickly summarizing large data sets while letting you analyze them clearly and effectively. She will discuss the importance of cleaning your data before creating your first Pivot Table. You will also learn how to create Pivot Charts and format your PivotTables and charts.
Finally, learn specific functions, formulas, and tools available in Excel that can help conduct business or data analysis. We start by looking at how to take raw data and prepare it for analysis before discussing the tools and functions that can be used to conduct analysis in Excel. We also teach you how to present your data using tables and charts, as well as some advanced techniques designed to aid forecasting and future trends.
What's included?
QuickBooks Desktop Pro 2022
Navigating QuickBooks Desktop 2022
Creating a chart of accounts
Setting up your company file in QuickBooks
Reconciling bank statements and bank feeds
Managing expenses including mileage
Setting up automated payment reminders
Customizing QuickBooks to your needs
Using the QuickBooks payroll functionality
Creating a budget and generating budget reports
Invoicing and entering bills
Creating estimates in QuickBooks
Managing customers and jobs
Working with sales tax
Setting up loans and loan payments
Working with inventory, creating purchase orders, and paying for items
Dealing with checks and credit card accounts
Using QuickBooks to produce reports
Converting QuickBooks account from PC to Mac
Scanning and uploading receipts using the receipt management app
Differentiating between the Canadian and US versions of QuickBooks
Backing up your QuickBooks company data
Mastering QuickBooks Online (2026 Update)
Set up a QuickBooks Online company file for a business.
Customize the Chart of Accounts to match business needs.
Configure tax settings to support accurate compliance.
Connect bank and credit card accounts securely.
Record income, expenses, and payments correctly.
Create and send invoices to customers.
Manage vendor and customer transactions efficiently.
Use AI tools to automate bookkeeping tasks.
Perform bank reconciliations to ensure accurate records.
Track projects and inventory within QuickBooks Online.
Generate and customize financial reports for decision making.
Prepare accounts for tax filing and year-end review.
PivotTables for Beginners
How to clean and prepare your data
Creating a basic PivotTable
Using the PivotTable fields pane
Adding fields and pivoting the fields
Formatting numbers in PivotTable
Different ways to summarize data
Grouping PivotTable data
Using multiple fields and dimension
The methods of aggregation
How to choose and lock the report layout
Applying PivotTable styles
Sorting data and using filters
Create pivot charts based on PivotTable data
Selecting the right chart for your data
Apply conditional formatting
Add slicers and timelines to your dashboards
Adding new data to the original source dataset
Updating PivotTables and charts
Excel for Business Analysts
How to merge data from different sources using VLOOKUP, HLOOKUP, INDEX MATCH, and XLOOKUP
How to use IF, IFS, IFERROR, SUMIF, and COUNTIF to apply logic to your analysis
How to split data using text functions SEARCH, LEFT, RIGHT, MID
How to standardize and clean data ready for analysis
About using the PivotTable function to perform data analysis
How to use slicers to draw out information
How to display your analysis using Pivot Charts
All about forecasting and using the Forecast Sheets
Conducting a Linear Forecast and Forecast Smoothing
How to use Conditional Formatting to highlight areas of your data
All about Histograms and Regression
How to use Goal Seek, Scenario Manager, and Solver to fill data gaps
This course bundle includes:
30+ hours of video tutorials
300+ individual video lectures
Course and exercise files to follow along
Certificate of completion
