Mastering QuickBooks Learning Excel & Word

         Get even more out of QuickBooks by mastering the
      Excel and Word skills you need as a QuickBooks user!

  The combination of QuickBooks plus Microsoft Excel and Word makes a powerful software
  suite to run your business. The programs work together in ways that you won’t believe!
  In this course you learn Excel and Word. You master the fundamentals and become a
  confident user in this full-day, self-paced Excel and Word training course. Discover the
  amazing things you can do in QuickBooks IF you know Excel and Word.

  Learn everything from the basics to the advanced, at your own pace, at your own
  place!

• 7.5 hours of comprehensive training (more than a full days worth)



• Basics to Advanced training in BOTH Excel and Word



• QuickLearn lets you practice what you learn…while you learn



• QuickSearch lets you learn only what you need to know



• 11 hours of CPE

           The quickest and easiest way to
          learn Excel & Word…guaranteed!

  Here’s what you learn in Learning Excel & Word

  Excel

  The Basics

• What are spreadsheets and workbooks?
• Moving around in Excel
• Understanding the Excel interface
• Getting Help
• Tips for exporting to QuickBooks

  Working with Excel & QuickBooks Together

• Sending reports to a new workbook
• Transferring reports to an existing workbook
• Moving and naming worksheets
• Aligning, deleting, and inserting worksheets
• Changing report headings
• Selecting, moving, merging, and editing cells
• Deleting columns, non-adjacent columns, and rows

  Formatting in Excel

• Creating the look you want
• Adding borders
• Accounting vs. Currency styles
• Using the Format painter
• Adding tab colors and comments
• Freezing panes (so column and row headings don't disappear when you scroll through reports)
• Understanding date formats and why dates sometimes appear as numbers

  Calculations and Formulas

• Relative vs. absolute references (understanding the difference and when to use each!)
• Creating and copying formulas
• Array formulas (what is it and when to use)
• 3-D formulas…a powerful Excel trick!
• Using the formula checker (a very powerful Excel feature)

  Summarizing and Analyzing Data in Excel

• How to analyze numbers in Excel
• Using the count, average, and mean functions
• Collapsing Excel reports (to hide and show relevant data)
• Using the Auto Outline feature
• Filtering reports in Excel
• Grouping and sorting data
• Pivot tables…what are they and how do you use them?
• Using What If analysis

  Real World Applications

• Creating an amortization schedule
• Building an expense reimbursement form
• Speeding up bank reconciliations
• Creating graphs of QuickBooks data (in Excel!)
• Importing lists from Excel into QuickBooks
• Importing IIF files into QuickBooks

  Customizing Excel

• Creating personalized toolbars
• Building your own menus
• Changing the screen layout
• Password protecting Excel files
• Setting the default format

  Shortcuts and Saving Time

• Creating macros to automate Excel steps
• Shortcuts using the mouse
• Shortcuts using the keyboard
• Printing tricks and tips

  Word

  The Basics

• What are files and templates?
• Moving around in Word
• Understanding the Word interface
• Using different layout views
• Getting Help

  Working with Word and QuickBooks Together

• Using the QuickBooks to Word link
• Creating a letter from scratch
• Converting an existing Word document
• Modifying the Word letters
• Creating invoice cover letters
• Fixing “missing information” errors

  Word Techniques

• Working with Word documents
• Understanding document compatibility issues
• Setting the Auto Recover options
• Entering, selecting, dragging, dropping, cutting, copying, pasting, and deleting in Word
• Using the built-in spelling and grammar checkers

  Formatting in Word

• Understanding and using the Home tab
• Customizing fonts
• Highlighting fonts
• Using the format painter feature
• Creating and using bulleted and numbered lists
• Setting tabs, tab stops, and indents
• Creating and using styles and style sheets
• Adjusting margins
• Setting page breaks
• Printing word documents

  Working with Document Objects in Word

• Adding company logo to letters
• Re-sizing and re-positioning objects
• Creating watermarks
• Using Word symbols
• Using and modifying clip art and other pictures
• Working with tables
• Importing tables from Excel
• Inserting files
• Adding “Hyperlinks” to documents, web pages, and spreadsheets

  Customizing Word

• Creating smart tags to use Word information in other programs
• Creating personalized toolbars
• Building your own menus
• Changing the screen layout
• Password protecting files
• Setting the default format
• Tracking changes in Word

  Shortcuts and Saving Time

• Using keyboard shortcuts to find information
• Other keyboard shortcuts
• Auto correcting Word documents
• Using different languages
• Creating and using Word templates

  And much more!

  Real Customers…Real Words…Real World Training’s
  Learning Excel & Word


  It is a good training ground for those who wish to improve their skill level in both the use of
  QuickBooks and Excel spreadsheets.
  Olga O.

  I think that everyone will benefit regarding this experience. You packed a lot in this one
  course and made it pretty easy and organized.
  N. Thompson

  When we learn by trial and error, there are many things we don't learn. Watching the DVD
  helped to fill in the gaps for me in learning to do tasks not included in my day to day work.
  J. Sharp

  The course is well developed and is structured so one can spend the time needed in the
  areas they feel are their weakest and less time on the areas of strength.
  S. Roesner