Scaling New Heights

Advanced Training for Accounting Professionals

Quickbooks Desktop: Under the Hood

Speaker(s): Ernest Cook

Learn from an authority on QuickBooks Desktop data extraction about what you can – and can’t do with regards to custom reporting and analytics. This course is designed for pro advisors who are new to the custom reporting arena, or for those who are experienced but perhaps frustrated with the limitations they encounter. Developers and geeks who are less experienced with accounting will also benefit from this information.

Learning Objectives:

  • How the QuickBooks data is organized
  • What QuickBooks can – and cannot do
  • Data Extraction methods for QuickBooks desktop
  • Discussion of QuickBooks data integrity
  • What Intuit does not make available for public consumption
  • Data entry procedures to get around limitations
  • Overview of types of tools available for the pro advisor, developer, and end-user

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Power Query 101

Speaker(s): Ernest Cook

Designed for the ProAdvisor, this session shows the basic techniques needed to leverage power query to enhance your everyday use of Microsoft Excel. We start with QuickBooks reports and show how to build a repeatable process for transforming the information to a way that you need it.

Learning Objectives:

  • Understand how using Power Query is different than other Excel techniques e.g. Vlookup, convert from text, copy/paste
  • Understand how to find Power Query (aka Get and Transform) and the major options in the program
  • Convert raw IIF file into a simple text file that can be imported to other systems
  • Convert QuickBooks sales report into a commission report

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Introduction to building your own QBO dashboards with Power BI

Speaker(s): Ernest Cook

QBO has general purpose metrics that can fit a wide market but in this class we show you how to leverage the most popular and dynamic analytics platform available to provide your clients with up to date metrics that matter to them while future-proofing your business. During the session we will start from scratch to build a dashboard that you can immediately use to show meaningful QBO information and then expand on with information from other sources. We will also show how your client’s can expand their team’s online access to QBO data online while maintaining control of the data and end with a peek at how natural language queries will allow for no code self-service business intelligence.

Learning Objectives:

  • Understand the Power BI solution and how it can help you grow to the mid-market
  • Overview of types of connectors available for QBO data and discuss raw data available for reporting QBO information
  • Demystify BI buzzwords and understand how separating your client reporting from QBO will help you, and your clients
  • Understand Power BI license model
  • Understand natural language query and how it works

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Power Query 201 – Top 10 Tips to Improve Your Use of Power Query

Speaker(s): Ernest Cook

Data Wranglers who have started using Power Query join us in this session to take Power Query to the next level as we empower you with workarounds for common scenarios and knowledge of potential gotcha’s that might impede your progress.

Learning Objectives:

  • Show scenarios that can result in users getting incorrect data
  • Highlight techniques for making sure data presented is always right

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