Mastering Excel & Word for QuickBooks Users

Mastering Excel & Word for QuickBooks Users

$ 449.99

Excel & Word training designed just for QuickBooks users. Master Excel and Word skills to be even more productive with QuickBooks!

  • Comprehensive training.

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Get better reports and save time.

Discover how to get even more from the information stored in QuickBooks.

Unleash the power of Excel and Word.

A tool is only powerful if you know how to use it. Learn to use Excel and Word to become more efficient, productive, and confident!

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  1. The Basics
    • What are spreadsheets and workbooks?
    • Moving around in Excel
    • Understanding the Excel interface
    • Getting Help
    • Tips for exporting to QuickBooks
  2. 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
  3. 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 
  4. 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) 
  5. 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 
  6. 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 
  7. Customizing Excel
    • Creating personalized toolbars 
    • Building your own menus
    • Changing the screen layout
    • Password protecting Excel files 
    • Setting the default format 
  8. Shortcuts and Saving Time
    • Creating macros to automate Excel steps
    • Shortcuts using the mouse
    • Shortcuts using the keyboard
    • Printing tricks and tips 


  1. The Basics
    • What are files and templates?
    • Moving around in Word
    • Understanding the Word interface
    • Using different layout views
    • Getting Help 
  2. 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 
  3. 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
  4. 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
  5. 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
  6. 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 
  7. 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 
  8. 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

This course is perfectly suited for:

  • QuickBooks users who want to get more out the software
  • Users who want to integrate QuickBooks with Excel
  • People who want to create letters and other Word documents using QuickBooks

Do I need a CD or DVD player?

Yes! The course is available on either CD or DVD. If your computer has a DVD drive, we recommend the DVD version (most do). The content is identical whether your order the CD or DVD.

Do I need speakers or headphones?

This is not a "text based" course. You'll need speakers or headphones to listen to the training. 

Do you offer a money back guarantee on your CD/DVD training?

Absolutely! If you are not completely satisfied with the training, return it to us within 30 days from the shipping date, and you will receive a full refund (minus shipping and handling charges). We stand behind our products. No hassle. No question.

Does the course play on a regular DVD player (like with a television)?

No. You’ll need a PC with a CD or DVD player.

Does your training cover the most current version of QuickBooks?

Yes! We always teach the most current version. Don’t worry if you have an older version. Older versions work basically the same way and you’ll learn new and improved features!

Are the training courses hands-on?

Yes. If you have QuickBooks installed on your computer, you can pause the class and switch to QuickBooks to practice hands-on.

You offer products on CD and DVD. Which one should I choose?

The courses are identical whether you choose CD or DVD. The choice depends upon whether your computer has a DVD drive (most computers sold these days have a DVD drive). If your computer has a DVD drive, select the DVD version. The full course will fit on one DVD. If your computer has only a CD drive, choose the CD version. This means you'll need to switch CD's as you progress through the course.

Are the training courses easy to install?

Yes. Just place the CD or DVD into your computer's drive and the training software does the rest!

Do I need QuickBooks software on my computer to view the training?

No. Our special training interface installs all the software you need on any computer.

Can I put this training on my network or hard drive instead of using a DVD or CD?

This is not currently an option.

Can I copy the training for other persons in the office?

The training is copyrighted and it is illegal to make copies. You may purchase additional discounted copies by calling our office at 800-564-2688.

I have a Mac. Can I use your QuickBooks training courses?

Most of our QuickBooks training courses run on the PC. However, we do have one course that runs on the Mac titled Learning QuickBooks Mac.

Do you offer discounts on the CD/DVD classes?

Yes. If you register for a live class, you receive discounts on the CD/DVD classes. Just call 800-564-2688 and ask a training advisor about your discount. Click here to learn about live training.

I just placed an order for a CD/DVD class. When will I receive the discs?

You will receive your training in 5 to 7 business days. If you need it more quickly, please call our office at 800-546-2688.

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