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Mastering Excel & Word for QuickBooks Users 

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


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


Four Great Reasons to Attend our QuickBooks Class Training

Powerful QuickBooks training from the only QuickBooks trainers certified by Intuit


  1. Comprehensive Training
    Get Confidence for the Real World,
    You'll leave with the confidence that you know QuickBooks, you're doing a good job, and you're ready to tackle QuickBooks. After two days with us, you'll be prepared to master QuickBooks.
  2. Relaxed Classroom Setting

    We make it easy to learn,

    Students love our classes because our instructors keep it simple. Even if you're brand new to QuickBooks you'll feel at home in our classes. No confusing accounting jargon or terms. We make QuickBooks easy!

  3. Your Questions Answered

    Leave with answers,

    Learning QuickBooks is challenging and questions come up. Most times, the training materials will answer your questions. If not, no problem! Our instructors will stay until all of your questions are answered.

  4. Tips & Tricks to Fix QuickBooks

    Tips and tricks to solve problems

    QuickBooks training is all we do. You get a true QuickBooks training expert to teach a fraction of the cost for a consultant or CPA.



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!

Mastering Excel & Word for QuickBooks

$350.00 Regular Price
$280.00Sale Price

What You'll Learn

Microsoft 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, 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

Microsoft 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 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
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