We all love Excel, right? It is easy to use, intuitive to understand, and great for building reports and performing custom calculations. So, why is it so difficult to get our QBO finance data in Excel in a repeatable manner that allows for automation?
In this session, we will explore and demonstrate the various methods available. You will leave the session with a much more thorough understanding of available choices, their pros and cons, and what would be relevant for you, your organization, and your customers.
David Ringstrom, CPA, will walk you through the following techniques:
- Streamlining manual exports from QuickBooks Online to Excel
- Automating QuickBooks Online Report clean-up with Power Query
- Creating direct connections to QuickBooks Online with Spreadsheet Sync
Chris Meyer will then demonstrate a fourth approach:
- Custom report building, refresh & and automation of QuickBooks Online finance data directly in Excel using the Flash Reports app
Learning Objectives:
- Identify which section of the Excel Options dialog box allows access to the Protected View setting
- State which versions of QuickBooks Online offer the Spreadsheet Sync feature
- Recall which menu tab contains the Edit command for editing data loaded from Power Query
- Evaluate how to re-collect the various reporting use cases that can be automated using the Flash Reports app
David H. Ringstrom
Accounting Advisors, Inc
President & Founder
[email protected]
(404) 420-2175
David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches over 200 webinars each year. His Excel courses are based on over 30 years of consulting and teaching experience. David’s catchphrase is “Either you work Excel, or it works you,” so he focuses on what he sees users don’t, but should, know about Microsoft Excel. His goal is to empower you to use Excel more effectively. He's currently writing a book titled "Exploring Excel's Hidden Treasures".
Chris Meyer
Finatical Software
Chief Revenue Officer
[email protected]
(412) 478-8284
Chris Meyer is the CRO of Finatical Software, a software company specializing in enabling seamless financial data integration between Microsoft Excel and QuickBooks Online. Chris started his career as an auditor with KPMG but then quickly found his way into technology by implementing SAP finance and BI solutions. Chris always loved the flexibility Excel provided and became CEO of Excel4apps, a company providing Excel based reporting solutions for Oracle and SAP up until it’s exit to Insightsoftware in 2018. Post exit Chris has been active as a CFOTech investor and is member of the investment committee at Born Capital. Continuing his passion for Excel based automation and reporting solutions, Chris and a former colleague recently founded Finaticalsoftware.com
About Our Sponsor
Finatical Software enables seamless integration and automation between QuickBooks Online and Microsoft Excel allowing finance teams access to their finance data for easier report building, analysis and automation.
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