Presented by David H. Ringstrom, CPA
 
In this presentation, author of QuickBooks Online for Dummies and Excel expert David H. Ringstrom, CPA, will guide participants through a comprehensive exploration of budgeting in QuickBooks. Topics covered include enabling Plus and Advanced users to create and edit budgets within QuickBooks. David will compare manually updating budgets with performing calculations in a budget with importing budgets from Microsoft Excel. He'll also review reports such as Budgets vs. Actuals reports. He'll also show how to access free budget templates in Excel, along with how to create and compare budgets to actuals for those with a QuickBooks Online or Simple Start subscription, as well as those that simply want more control over their budgeting and reporting process. You'll gain valuable insights and practical skills to optimize your budgeting processes in QuickBooks Online as well as Microsoft Excel.

David is the author of “Microsoft Excel 365 for Dummies”, “Exploring Microsoft Excel’s Hidden Treasures”, and has written or co-authored six other books. He demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Excel for Microsoft 365. David draws your attention to any differences in Excel 2021, 2019 or 2016 during the presentation and in his detailed handouts. The handouts include an Excel workbook with most of the examples he uses during his demonstrations.

Excel for Microsoft 365 is a subscription-based product that receives periodic feature updates. Conversely, perpetually licensed versions have year numbers in their names and do not receive any feature updates.

Who should attend:

Professionals seeking to use create budgets within QuickBooks Online, or within Microsoft Excel.

Topics typically covered:

• Using the Budgets vs. Actuals report.

• Deleting budgets from QuickBooks Online.

• Importing Excel-based budgets into Power Query.

• Copying inputs or formulas across multiple columns in a budget.

• Enabling or disabling AutoSave for QuickBooks Online budgets.

• Running the Budget Overview report.

• Creating new budgets in QuickBooks Online.

• Accessing free downloadable budget templates that can be customized as needed.

• Archiving budgets in QuickBooks Online.

• Changing the sign of numbers in Excel by using the Multiply option within Paste Special.

• Comparing consolidated budgets with subdivided budgets, such as by location, class, department, or customer.

• Importing budgets from Excel into QuickBooks Online.
 

Learning objectives:

• Recognize the levels that subdivided budgets can be created at within QuickBooks Online

• Define the acronym CSV with regard to a file that that Excel recognizes.

• State which menu the Get Data command appears on in Excel 2016 and later.