Self-paced training
Mastering Word and Excel for QuickBooks Desktop
What's included
What you'll learn

Free updates – for life!

QuickBooks Desktop changes every year. But you don’t have to worry about outdated training. Unlike other software training that eventually becomes outdated when the software changes, your purchase includes all the updates we make in the future. Rest assured knowing you have the latest and greatest content…at no additional cost.

Full High Definition video

The courses are all filmed in crystal clear HD, so you don’t miss any details. Expand the viewing area to full screen or watch it in a smaller format…either way, you can easily follow the instructions and see every detail.

Access to all the courses: Anywhere. Anytime.

You can view the courses as many times as you want from any device connected to the internet.

Everything you need to know to master QuickBooks “A to Z,” and understand the “behind the scenes” accounting basics

Whether you love bookkeeping or you’re a “reluctant” bookkeeper, being QuickBooks Confident means coming to work each day with the confidence that you know what to do, how to do it, and most importantly, WHY you need to do it! All this with the confidence that you’re saving time applying the tips, tricks, and shortcuts you discover.

Excel: 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 and rows
Formatting in Excel
Creating the look you want 
Adding borders 
Number styles: Accounting vs. Currency
Using the Format Painter
Adding tab colors and comments
Freezing Panes (column and row heading show while scrolling)
Understanding date formats
Calculations and Formulas in Excel
Relative vs. absolute references
Creating and copying formulas 
Array formulas
3-D formulas
Using the formula Error Checking 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
Using the What-If Analysis tool
Real World Applications for Excel
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 in Excel
Creating macros to automate Excel steps
Mouse Shortcuts
Keyboard Shortcuts
Printing tips and tricks
Word: 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 Word letter templates
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 a 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
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 username and password, and start learning!
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.
Are the self-paced courses hands-on?
If you have QuickBooks installed on your computer, you can pause the class and switch to QuickBooks to practice hands-on.
Do I need QuickBooks on my computer?
No. You can view the training on any device with an internet connection. Anytime, anywhere.

No risk, money-back guarantee

If you're not satisfied for any reason, return your materials to the instructor by the end of the first day of class and you will receive a full refund. See details
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QuickBooks training near your location

United States

Cancelation and refund policies

Cancelation policy We'll refund your tuition (less a $45 processing fee) if you email us 5 (five) days prior to the class. Regrettably we have to be strict about this policy because we finalize our room and set up fees with the hotel 5 days before class begins.

Refund policy If you're not satisfied for any reason, return your materials to the instructor by the end of the first day of class and you will receive a full refund. We do not provide refunds if you do not attend class. We will, however, keep your credit so that you may attend another class in the future.