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Description Microsoft Excel has hundreds, if not thousands, of functions and features. This course aims to cover some of the best – that is the ones I find most useful. In “Adventures in Excel”, I cover the simple-to-use but powerful functions that I use most often: Basic features including products and powers Key date functions including the calculation of due dates and days past due Generating random numbers and random dates The new IFS functions (new to Office365) Text functions The most useful logical functions and IS functions How to create a drop-down list The new XLOOKUP function Pivot tables These functions are easy to use, and, unless your role is extremely specialised, they are probably the ones you’ll use 90% of the time. I hope you find the course helpful. Learning Outcomes Participants in this course will learn: Basic Excel functions including SUM, AVERAGE, MIN, MAX, PRODUCT, POWER and SQRT Useful date functions including TODAY, EOMONTH, EDATE, and DAYS Generating random numbers using RAND and RANDBETWEEN; generating random dates; and randomly picking an item from a list or table The new RANDARRAY function in Office365 The new IFS functions in Office365 including AVERAGEIFS, MAXIFS, MINIFS, COUNTIFS, and SUMIFS Text functions including TRIM, LOWER, UPPER, PROPER, LEFT, MID, RIGHT, FIND, TEXTJOIN and CONCATENATE Logical functions AND, OR, and NOT and IS functions ISTEXT, ISNUMBER, ISBLANK and ISERROR How to create a drop-down list The new SORT and FILTER functions in Office365 VLOOKUP and the new XLOOKUP function How to create a Pivot table and analyse data with one Course Requirements There are no pre-course requirements. Additional Resources Course Spreadsheet with the examples covered. About Ross Ross Maynard is a Fellow of the Chartered Institute of Management Accountants in the UK. He is director of Ideas2Action Process Excellence Ltd and has 30 years’ experience as a process improvement consultant and facilitator. Ross is also a professional author of online training courses for accountants. Ross lives in Scotland with his wife, daughter and Cocker Spaniel
Duration 2 Days 12 CPD hours Overview What's New in This Guide? The behind-the-scenes journal entry for transactions is now included. This course is a continuation of topics following ?Get Started 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. This course covers features that are in QuickBooks Pro and Premier 2020. 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 Quick Reports 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 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
Taking minutes is a much under-rated skill. It can be challenging at the best of times. So how do you do it for virtual meetings? This trainer-led session will help. It's a very practical programme which explores the issues specific to minuting on-line meetings and gives solutions to some of the trickier problems. Full of useful tips, the session will enable participants to: Identify how to adapt their current minute-taking skills to on-line meetings Plan and prepare for a meeting Follow a line of discussion Work in partnership with a remote Chair Deal confidently with minute-taking challenges. 1 Welcome Programme objectives Personal introductions 2 Adapting minute-taking to virtual meetings How is it different? What changes in approach are needed? 3 Preparation Preparing for the meeting Technology and equipment Dress and personal presentation Liaising with the Chair Practical preparation tips 4 Minuting tips Managing the 'techie' elements, eg. poor sound/visual quality Knowing who is speaking Following a line of discussion What if I don't hear or understand? Tips for producing a set of minutes 5 Session review Summary, key learning points, feedback and close