Mastering Excel & Word for QB Users - OnDemand

Mastering Excel & Word for QB Users - OnDemand

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


The Basics
  • What are files and templates?
  • Moving around in Word
  • Understanding the Word interface
  • Using different layout views
  • Getting Help 
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 
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
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
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 
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 
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

How does the OnDemand class work?

After you place your order, you receive log-in credentials for the course via email. Follow the link in the email, type your user name and password, and start learning!

What do I need to take the live online class?

You need high-speed Internet and computer speakers or headphones.

Do I need QuickBooks on my computer?


I didn't receive my log-in information . What should I do?

Please call our office at 800-564-2688.

Do I need special software to attend online class?

No. The course plays in your internet browser.

Do you offer a money back guarantee on your OnDemand training?

Absolutely! If you are not completely satisfied with the training, send us an email or call us within 30 days and you will receive a full refund (minus a processing fee of $15). We stand behind our classes. No hassle. No question.

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.

How many people can view the training with me?

When you purchase the course, you purchase the right for one person to view the course. To add other students, please call us at 800-564-2688.

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