Duration 2 Days 12 CPD hours Overview What's New in This Guide? Automatic Payment Reminders for open customer invoices Ability to automatically include the PO# (purchase order number) to Invoice Emails Able to combine multiple emails which allows you to attach multiple sales or purchasing documents to a single email Quickly locate a company file using the new company file search feature Smart Help is an improved search experience that includes access to live experts through messaging and call back options This course covers all features that are in QuickBooks Pro and Premier 2020 and prepares you for the QuickBooks Certified User exam. This course combines all topics in the two 1 day courses ?Get Started with QuickBooks 2020 for Windows? and ?Keep Going with QuickBooks 2020 for Windows?. First-time QuickBooks users will learn the basic features of the software. Experienced QuickBooks users will quickly learn the new features and functionality of QuickBooks 2020. Getting Started Starting QuickBooks Setting QuickBooks Preferences Components of the QuickBooks Operating Environment Using QuickBooks Help Identifying Common Business Terms Exiting QuickBooks Setting Up a Company Creating a QuickBooks Company Using the Chart of Accounts Working with Lists Creating Company Lists Working with the Customers & Jobs List Working with the Employees List Working with the Vendors List Working with the Item List Working with Other Lists Managing Lists Setting Up Inventory Entering Inventory Ordering Inventory Receiving Inventory Paying for Inventory Manually Adjusting Inventory Selling Your Product Creating Product Invoices Applying Credit to Invoices Emailing Invoices Setting Price Levels Creating Sales Receipts Invoicing for Services Setting Up a Service Item Changing the Invoice Format Creating a Service Invoice Editing an Invoice Voiding an Invoice Deleting an Invoice Entering Statement Charges Creating Billing Statements Processing Payments Displaying the Open Invoices Report Using the Income Tracker Receiving Payments for Invoices Making Deposits Handling Bounced Checks Working with Bank Accounts Writing a QuickBooks Check Voiding a QuickBooks Check Using Bank Account Registers Entering a Handwritten Check Transferring Funds Between Accounts Reconciling Checking Accounts Entering and Paying Bills Handling Expenses Using QuickBooks for Accounts Payable Using the Bill Tracker Entering Bills Paying Bills Entering Vendor Credit Memorizing Transactions Entering a New Memorized Transaction Editing a Memorized Transaction Deleting a Memorized Transaction Grouping Memorized Transactions Using a Memorized Transaction Printing the Memorized Transaction List Customizing Forms Creating a Custom Template Modifying a Template Printing Forms Using Other QuickBooks Accounts Other QuickBooks Account Types Working with Credit Card Transactions Working with Fixed Assets Working with Long-Term Liability Accounts Using the Loan Manager Creating Reports Working with QuickReports Working with Preset Reports Sharing Reports Exporting Reports to Microsoft Excel Printing Reports Creating Graphs Creating QuickInsight Graphs Using QuickZoom with Graphs Working with the Sales Graph Customizing Graphs Printing Graphs Tracking and Paying Sales Tax Using Sales Tax in QuickBooks Setting Up Tax Rates and Agencies Indicating Who and What Gets Taxed Applying Tax to Each Sale Determining What You Owe Paying Your Tax Agencies Preparing Payroll with QuickBooks Using Payroll Tracking Setting Up for Payroll Setting Up Employee Payroll Information Setting Up a Payroll Schedule Writing a Payroll Check Printing Paycheck Stubs Tracking Your Tax Liabilities Paying Payroll Taxes Preparing Payroll Tax Forms Using the EasyStep Interview Using the EasyStep Interview Using Online Banking Setting Up an Internet Connection Setting Up Bank Feeds for Accounts Viewing, Downloading, and Adding Online Transactions Creating Online Payments Transferring Funds Online Canceling Online Payments Managing Company Files Using QuickBooks in Multi-user Mode Setting Up Users and Passwords Setting a Closing Date Sharing Files with an Accountant Updating QuickBooks Backing Up and Restoring a Company File Condensing a Company File Estimating, Time Tracking, and Job Costing Creating Job Estimates Creating an Invoice from an Estimate Displaying Reports for Estimates Updating the Job Status Tracking Time Displaying Reports for Time Tracking Tracking Vehicle Mileage Displaying Vehicle Mileage Reports Displaying Other Job Reports Writing Letters Using the Letters and Envelopes Wizard Customizing Letter Templates
Duration 3 Days 18 CPD hours This course is intended for This course is designed for professionals in a variety of job roles who are currently using desktop or web-based data management tools such as Microsoft Excel or SQL Server reporting services to perform numerical or general data analysis. They are responsible for connecting to cloud-based data sources, as well as shaping and combining data for the purpose of analysis. They are also looking for alternative ways to analyze business data, visualize insights, and share those insights with peers across the enterprise. This includes capturing and reporting on data to peers, executives, and clients. This course is also designed for professionals who want to pursue the Microsoft Power BI Data Analyst (Exam PL-300) certification. Overview In this course, you will analyze data with Microsoft Power BI. You will: Analyze data with self-service BI. Connect to data sources. Perform data cleaning, profiling, and shaping. Visualize data with Power BI. Enhance data analysis by adding and customizing visual elements. Model data with calculations. Create interactive visualizations. Use advanced analysis techniques. Enhance reports and dashboards. Publish and share reports and dashboards. Extend Power BI beyond the desktop. As technology progresses and becomes more interwoven with our businesses and lives, more data is collected about business and personal activities. This era of 'big data' is a direct result of the popularity and growth of cloud computing, which provides an abundance of computational power and storage, allowing organizations of all sorts to capture and store data. Leveraging that data effectively can provide timely insights and competitive advantages. Creating data-backed visualizations is key for data scientists, or any professional, to explore, analyze, and report insights and trends from data. Microsoft© Power BI© software is designed for this purpose. Power BI was built to connect to a wide range of data sources, and it enables users to quickly create visualizations of connected data to gain insights, show trends, and create reports. Power BI's data connection capabilities and visualization features go far beyond those that can be found in spreadsheets, enabling users to create compelling and interactive worksheets, dashboards, and stories that bring data to life and turn data into thoughtful action. Analyzing Data with Self-Service BI Topic A: Data Analysis and Visualization for Business Intelligence Topic B: Self-Service BI with Microsoft Power BI Connecting to Data Sources Topic A: Create Data Connections Topic B: Configure and Manage Data Relationships Topic C: Save Files in Power BI Performing Data Cleaning, Profiling, and Shaping Topic A: Clean, Transform, and Load Data with the Query Editor Topic B: Profile Data with the Query Editor Topic C: Shape Data with the Query Editor Topic D: Combine and Manage Data Rows Visualizing Data with Power BI Topic A: Create Visualizations in Power BI Topic B: Chart Data in Power BI Enhancing Data Analysis Topic A: Customize Visuals and Pages Topic B: Incorporate Tooltips Modeling Data with Calculations Topic A: Create Calculations with Data Analysis Expressions (DAX) Topic B: Create Calculated Measures and Conditional Columns Creating Interactive Visualizations Topic A: Create and Manage Data Hierarchies Topic B: Filter and Slice Reports Topic C: Create Dashboards Using Advanced Analysis Techniques Topic A: Create Calculated Tables, Variables, and Parameters Topic B: Enhance Visuals with Statistical Analysis Topic C: Perform Advanced Analysis Enhancing Reports and Dashboards Topic A: Enhance Reports Topic B: Enhance Dashboards Publishing and Sharing Reports and Dashboards Topic A: Publish Reports Topic B: Create and Manage Workspaces Topic C: Share Reports and Dashboards Extending Power BI Beyond the Desktop Topic A: Use Power BI Mobile Topic B: Extend Access with the Power BI API Additional course details: Nexus Humans Microsoft Power BI: Data Analysis Professional (Second Edition) (v1.3) training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the Microsoft Power BI: Data Analysis Professional (Second Edition) (v1.3) course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.
A series of hourly small group sessions where we look at different aspects of Excel Duration: 1 hr sessions Alternatively, we can do you one-to-one sessions, either via virtual classroom or in person at our training course. These are £30 per hour, or £125 for 5-hour blocks.
Duration 2 Days 12 CPD hours Overview What's New in This Guide? Automatic Payment Reminders for open customer invoices Ability to automatically include the PO# (purchase order number) to Invoice Emails Able to combine multiple emails which allows you to attach multiple sales or purchasing documents to a single email Quickly locate a company file using the new company file search feature Smart Help is an improved search experience that includes access to live experts through messaging and call back options This course covers all features that are in QuickBooks Pro and Premier 2020 and prepares you for the QuickBooks Certified User exam. This course combines all topics in the two 1 day courses ?Get Started with QuickBooks 2021 for Windows? and ?Keep Going with QuickBooks 2021 for Windows?. First-time QuickBooks users will learn the basic features of the software. Experienced QuickBooks users will quickly learn the new features and functionality of QuickBooks 2021. Getting Started Starting QuickBooks Setting QuickBooks Preferences Components of the QuickBooks Operating Environment Using QuickBooks Help Identifying Common Business Terms Exiting QuickBooks Setting Up a Company Creating a QuickBooks Company Using the Chart of Accounts Working with Lists Creating Company Lists Working with the Customers & Jobs List Working with the Employees List Working with the Vendors List Working with the Item List Working with Other Lists Managing Lists Setting Up Inventory Entering Inventory Ordering Inventory Receiving Inventory Paying for Inventory Manually Adjusting Inventory Selling Your Product Creating Product Invoices Applying Credit to Invoices Emailing Invoices Setting Price Levels Creating Sales Receipts Invoicing for Services Setting Up a Service Item Changing the Invoice Format Creating a Service Invoice Editing an Invoice Voiding an Invoice Deleting an Invoice Entering Statement Charges Creating Billing Statements Processing Payments Displaying the Open Invoices Report Using the Income Tracker Receiving Payments for Invoices Making Deposits Handling Bounced Checks Working with Bank Accounts Writing a QuickBooks Check Voiding a QuickBooks Check Using Bank Account Registers Entering a Handwritten Check Transferring Funds Between Accounts Reconciling Checking Accounts Entering and Paying Bills Handling Expenses Using QuickBooks for Accounts Payable Using the Bill Tracker Entering Bills Paying Bills Entering Vendor Credit Memorizing Transactions Entering a New Memorized Transaction Editing a Memorized Transaction Deleting a Memorized Transaction Grouping Memorized Transactions Using a Memorized Transaction Printing the Memorized Transaction List Customizing Forms Creating a Custom Template Modifying a Template Printing Forms Using Other QuickBooks Accounts Other QuickBooks Account Types Working with Credit Card Transactions Working with Fixed Assets Working with Long-Term Liability Accounts Using the Loan Manager Creating Reports Working with QuickReports Working with Preset Reports Sharing Reports Exporting Reports to Microsoft Excel Printing Reports Creating Graphs Creating QuickInsight Graphs Using QuickZoom with Graphs Working with the Sales Graph Customizing Graphs Printing Graphs Tracking and Paying Sales Tax Using Sales Tax in QuickBooks Setting Up Tax Rates and Agencies Indicating Who and What Gets Taxed Applying Tax to Each Sale Determining What You Owe Paying Your Tax Agencies Preparing Payroll with QuickBooks Using Payroll Tracking Setting Up for Payroll Setting Up Employee Payroll Information Setting Up a Payroll Schedule Writing a Payroll Check Printing Paycheck Stubs Tracking Your Tax Liabilities Paying Payroll Taxes Preparing Payroll Tax Forms Using the EasyStep Interview Using the EasyStep Interview Using Online Banking Setting Up an Internet Connection Setting Up Bank Feeds for Accounts Viewing, Downloading, and Adding Online Transactions Creating Online Payments Transferring Funds Online Canceling Online Payments Managing Company Files Using QuickBooks in Multi-user Mode Setting Up Users and Passwords Setting a Closing Date Sharing Files with an Accountant Updating QuickBooks Backing Up and Restoring a Company File Condensing a Company File Estimating, Time Tracking, and Job Costing Creating Job Estimates Creating an Invoice from an Estimate Displaying Reports for Estimates Updating the Job Status Tracking Time Displaying Reports for Time Tracking Tracking Vehicle Mileage Displaying Vehicle Mileage Reports Displaying Other Job Reports Writing Letters Using the Letters and Envelopes Wizard Customizing Letter Templates Additional course details: Nexus Humans Get Smart With QuickBooks 2021 for Windows training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the Get Smart With QuickBooks 2021 for Windows course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.
Duration 3.5 Days 21 CPD hours This course is intended for Intermediate Users of Office 365 and Excel Overview Creating Advanced Formulas Analyzing Data with Logical and Lookup Functions Organizing Worksheet Data with Tables Visualizing Data with Charts Analyzing Data with PivotTables, Slicers, and PivotCharts Inserting Graphics Enhancing Workbooks This course builds upon the foundational Microsoft Office Excel 2016, you create advanced workbooks and worksheets using advanced formulas and organizing your data into tables. Excel Intermediate Learn how to navigate Pivot Tables, (for example, Create a Pivot Table/ add data/ Add calculations); Formulas, Data organization (for example, multiple worksheets) Excel Advanced Data Analysis (for example, sparklines) , Macros (making changes to macros) and Building A Fast Dashboard (PivotCharts, slicers, etc.) Office 365 Training Getting More with OneDrive Office 365 Training When is a Team a Team? Includes Using Video with Audio, Exploring Teams/Navigating among Teams etc.
Most people only use a fraction of Excel's capabilities. This workshop shows what you've been missing! This course will help participants: Nest formulas Get the most from pivot tables Use conditional formatting Write array formulas Explore the lookup functions Calculate by criteria Use 'goal seek' and 'scenario manager' for what-if analysis Record macros 1 Nesting formulas Principles of nesting formulas together Using IF with AND or OR to answer questions Nesting an AND function in an IF Nesting an OR function in an IF 2 Advanced pivot table reports Grouping dates, numerical and text items Running percentage analyse Running analyses to compare data Inserting Field calculations Finishing off with a user-friendly dashboard 3 Advanced conditional formatting Colour table rows based on criteria in it Applying colour to approaching dates Exploring the different rule types 4 Lookup functions Going beyond the VLOOKUP function Lookups that retrieve data from left or right The versatile INDEX and MATCH functions Retrieving data from columns with duplicates 5 Calculate by criteria Using SUMIFS to sum by criteria Finding an average by criteria with AVERAGEIFS Use SUMPRODUCT to multiply then add different values 6 What-if analysis Use Goal Seek to meet targets Forecast reports with the Scenario Manager 7 Recording Macros Macro security Understanding a Relative References macro Recording, running and editing macros Saving files as Macro Enabled Workbooks Introduction to VBA code Making macros available across workbooks Add a macro button to the Quick Access toolbar
This one-day course focuses on issues such as writing formulas and accessing help while writing them, and taking formulas to the next level by nesting one inside another for a powerful formula result. It also looks at ways of analysing data with reports, summarised by varying criteria. A range of time-saving tips and tricks are shared. This course will help participants: Calculate with absolute reference Group worksheets Link to tables Use the function library effectively Get to grips with the logical IF function Use conditional formatting Create pivot table reports Use data validation Master the VLOOKUP function 1 Calculating with absolute reference The difference between a relative and absolute formula Changing a relative formula to an absolute Using $ signs to lock cells when copying formulas 2 Grouping worksheets Grouping sheets together Inputting data into multiple sheets Writing a 3D formula to sum tables across sheets 3 Linking to tables Linking to a source table Using paste link to link a table to another file Using edit links to manage linked tables 4 The function library Benefits of writing formulas in the function library Finding the right formula using insert function Outputting statistics with COUNTA and COUNTBLANK Counting criteria in a list with COUNTIFS 5 Logical IF Function Outputting results from tests Running multiple tests for multiple results The concept of outputting results from numbers 6 Conditional formatting Enabling text and numbers to standout Applying colour to data using rules Managing rules Copying rules with the format painter 7 View side by side Comparing two Excel tables together Comparing two sheets together in the same file 8 Pivot table reports Analysing data with pivot tables Managing a pivot table's layout Outputting statistical reports Controlling number formats Visualising reports with pivot charts Inserting slicers for filtering data 9 Data validation Restricting data input with data validation Speeding up data entry with data validation 10 VLOOKUP function Best practices for writing a VLOOKUP A false type lookup A true type lookup Enhance formula results with IFNA 11 Print options Getting the most from print Printing page titles across pages Scaling content for print
Course Objectives At the end of this course you will be able to: Do advance Table design Do advance Query design and Action Querys Do advance Form design with the use of macros and buttons Export and import data to and from different sources. 1 year email support service Take a look at the consistent excellent feedback from our corporate clients visiting our site ms-officetraining co uk With more than 20 years experience, we deliver courses on all levels of the Desktop version of Microsoft Office and Office 365; ranging from Beginner, Intermediate, Advanced to the VBA level. Our trainers are Microsoft certified professionals with a proven track record with several years experience in delivering public, one to one, tailored and bespoke courses. Our competitive rates start from £550.00 per day of training Tailored training courses: You can choose to run the course exactly as they are outlined by us or we can customise it so that it meets your specific needs. A tailored or bespoke course will follow the standard outline but may be adapted to your specific organisational needs. Advanced Table Design Advanced Field Properties Table Properties Advanced Query Design Advanced Naming Conventions Join Tables in Queries Manage Query Joins Use Self-Joins in Queries Summarise Data in Queries Parameter Queries Action Queries Crosstab Queries Advanced Form Design Create Subforms and Linked Forms Form Controls Command Buttons Form Properties Interface, Start-Up and Navigations Forms Working with Macros Create Single Macros Run Macros Work with Sub Macros Use Conditional Macros Run Macros from Buttons Assign Macros to Events Extending Data Reach Import Data Export Data Work with Linked Tables Managing Databases Object Dependencies Database Documenter Performance Analyzers Regular Management of a Database Access Database Security Who is this course for? Who is this course for? The course is aimed at all users who would like to obtain the necessary skills to create advanced table, query, form and reports as well as to automate tasks with the use of macros. Career path Career path Microsoft Office know-how can instantly increase your job prospects as well as your salary. 80 percent of job openings require spreadsheet and word-processing software skills