Mastering QuickBooks Online & Excel Integration: Advanced Analysis for 2025 Professionals
Join CPA and Excel expert David H. Ringstrom for a 100-minute live online training on June 23, 2025, at 10 AM PT / 1 PM ET. This session focuses on enhancing your QuickBooks Online and Microsoft Excel skills, including exporting reports, utilizing Excel's Protected View, and leveraging features like Flash Fill, Text to Columns, and Power Query. Learn to create self-updating reports with Spreadsheet Sync, analyze data using AI tools like Recommended PivotTables and Charts, and manage data security warnings. David will demonstrate techniques using Excel for Microsoft 365, highlighting differences in Excel 2021, 2019, and 2016. Attendees will receive detailed handouts, including an Excel workbook with examples. Enhance your proficiency in QuickBooks Online and Excel to streamline your financial analysis and reporting tasks.
