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Classes are taught in our state-of-the-art training facility in Doral, FL. All Attendees will have their own workstation to practice while the trainer shows step by step on the screen.
Call us 305-747-1725 or e-mail info@qbkaccounting.com
We offer a 2-day LIVE (in person) comprehensive course in Microsoft Excel. We base the practice scenarios in Excel to financial, transaction, and accounting data; almost all of our exercises are based on exported data from QuickBooks and other typical financial data. We have a very unique approach to teaching excel and our target student is typically a Business Owner, Accountant/Bookkeeper, or Finance Professional. |
Curriculum:
Day 1 Morning
- The spreadsheet concept (5)
- Columns and rows
- Keep the data together
- Navigation tools and basic functions – learn to move around like a pro (20)
- The significance of ‘space’
- Inserting rows and columns
- Deleting rows and columns
- Hiding and unhiding rows and columns
- Amazing shortcuts
- Freeze Panes (5)
- Selecting (highlighting) data (4)
- Using the ‘Fill’ feature (20)
- Days
- Dates
- Months
- Numbered lists
- Difference between a ‘Constant’ or ‘Dynamic’ list
- Making it Look Great! – Formatting data, cells (25)
- Bold, Italic, Underline
- Shading
- Avoid using ‘Merge & Center’
- Why NOT to fill a whole row or column with colored cells
- Sorting Data (15)
- Sort order
- Multiple levels
- Sorting by color
- What happens when the Field Titles aren’t right?
- Using Filters (Basic) (8)
- Text To Columns (10)
- Names with spaces
- Names with commas
- Manufacturer codes with colons or hyphens
- Working with Sheet Tabs (8)
- Moving and copying
- When you do NOT want to copy a worksheet
- Colors
- See all tabs – right-click on ‘sheet tab arrow’ indicator
- Basic Formulas (10)
- Sum (Why NOT to use the Auto Sum feature)
- Average
- Max and Min
- Understanding Formulas (20)
- Relative Cell References
- Examples
- Shortcut for copying formulas (7)
- Special trick for when the shortcut does not work
- Text Formulas (13)
- =Right and =Left
- Using Len formulas
- Uppercase and Proper case
- Concatenation (15)
- Basic concatenation
- Preparing data for imports (Sub acct plus item code)
- ‘Putting it all together’ (names, city, state, zip)
- Conditional Formatting (15)
- One or two subsets
- Finding duplicates
- Based on a formula
Day 1 – Afertoon
- Pivot Tables – The ultimate tool (25)
- The basics
- Using multiple levels
- Refresh data
- Value field settings
- Using filters and ‘Slicers’ (Must be in .xlsx file type to use slicers)
- Display options: Classic view & Expand/Collapse view
- Selecting and working with multiple items (9)
- Working with columns
- Entering data in multiple places
- Entering data and formatting multiple sheets
- Using the F4 shortcut (very useful with formats like special borders)
- Going someplace ‘Special’ – Using the GoTo Special option (15)
- Deleting all blank rows instantly (very cool!)
- Using the ‘Visible Cells Only’ option
- Fixing ‘Words’ that look like numbers (3)
- Using Text to Columns (fixes negative numbers with the sign on the wrong side
- Using Advanced Filters (12)
- Text filters
- Number filters
- Custom filters
- Keyboarding – Save loads of time using keyboard commands for many common tasks (12)
- Inserting rows and columns
- Paste Special Values
- Adjusting column width and row height
- Centering text
- Using ‘Comments’ (5)
- How and why
- Using the shortcut
- Using the ‘Find’ Feature
- Using Find & Replace (12)
- Cleaning up a lot in a very short time
- Using a ‘wildcard’
- Using in formulas
- Cleaning up a lot in a very short time
- Removing duplicates (8)
- Single column
- Multiple columns
- Word Wrap (5)
- Analyzing data with IF formulas (30)
- Basic IF formulas
- IF formulas with LEN
- IF formulas with multiple conditions (and/or)
- Nested IF formulas using ‘Text’ formulas
- Working with dates (22)
- Understanding the concept
- Using IF formulas with date formulas
- Get the first day of any month
- Get the last day of any month
- Protecting your work (15)
- Sheet protection
- How it works
- Lots of options
- Data Validation (12)
- Control data input
- Check for number of characters in a cell
- Create controlled lists to maintain consistency
- Printing in Excel (15)
- Page setup – Fit To One Page
- Margins
- Print Title Rows
- Adjustments using row height and column width
- Adjusting font size
- Laws of physics still apply
Day 2 Morning
- The amazing VLOOKUP (30)
- Practical uses
- Using named ranges
- What happens when the VLOOKUP does not work?
(using formulas to ‘correct’ data) - =Trim
- Using ISERROR and ISBLANK (15) Help is on the way!
- Using SUMIF and COUNTIF (35)
- When a Pivot Table won’t work
- Double-checking for errors
- SUMIF formulas
- SUMIFS formulas
- COUNTIF formulas
- Additional formulas (30)
- CountA
- Countblank
- =Exact
- Rounding
- Using MID and FIND to extract information from cells (20)
- Goal Seek (15)
- Working with charts (15)
- Creating basic charts
- Working with axis settings
- Setting up ‘linked’ chart title
- Using basic Audit Tools (10)
- Precedents
- Dependents
- Circular References
Day 2 Afternoon
- Recording macros (45)
- Turning on the ‘Developer’ menu
- Recording a macro
- Setting to a CTRL key shortcut
- Automatically clean up reports
- Formatting Cells
- Number formats, fill color, etc.
- Deleting columns
- Inserting rows
- Entering formulas, etc.
- Creating an icon on the Quick Access Toolbar
- Create macro ‘buttons’
- Naming buttons
- Moving buttons
Full 2-day course $399
Recommended Reference Materials (PDF/Printable)
Class Location:
7791 NW 46th Street #109
Doral, FL 33166
Call us 305-747-1725 or info@qbkaccounting.com
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