In this on-demand webcast, Excel and QuickBooks expert David Ringstrom, CPA, shares valuable tips to help you overcome the limitations of QuickBooks' internal reports. David teaches several techniques, including how to combine two reports into one, create pivot tables from QuickBooks data, access memorized QuickBooks reports, and more.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.  

Topics Covered:

  • Learning QuickBooks techniques that may help you avoid the need to analyze data in Excel.
  • Creating one-click access to memorized QuickBooks reports.
  • Learning why in many cases you should export reports intended for spreadsheet analysis to a .CSV file instead of an Excel workbook.
  • Bypassing filter drop-down lists by filtering based on cell contents with a single keystroke or mouse click.
  • Using Excel’s PivotTable feature to quickly identify anomalies within QuickBooks data.
  • Tracking customer longevity by creating a report that shows first and last invoice dates by customer.
  • Revealing the undocumented DATEDIF function in Excel for determining the number of months or years between two dates.
  • Extending the functionality of the SUMIF function by incorporating wildcard characters within a formula.
  • Employing the Text to Columns feature to transform text-based dates into numeric values that Excel recognizes as dates.
Learning Objectives
  • Identify QuickBooks features and techniques that can be used to streamline reports for faster analysis in Excel.
  • Recognize how to analyze QuickBooks data by way of pivot tables in Excel.
  • Identify the setting that enables certain browsers to launch Excel files exported from QuickBooks Online and other sources.
Last updated/reviewed: March 4, 2024
6 Reviews (38 ratings)


Member's Profile
Very helpful tips for analyzing data exported from QuickBooks. Most of my clients are now on QBO, so perhaps an update with more emphasis on QBO will be coming out soon. The CSV option in desktop but not in QBO is one shortcoming that should be rectified.

Anonymous Author
I learned a lot of useful tips for exporting QuickBooks data to Excel (including the advantages of exporting in CSV format) and then analyzing the data in the spreadsheet.

Member's Profile
Definitely worth your time. Short Cuts and insights to Quickbooks and Excel are very helpful!

Anonymous Author
This is a great course on some good tips on using QB reports and Excel together.

Member's Profile
i have to hear this stuff again and again, i am loving it....

Member's Profile
Effective course to learn a few tricks with Excel.

Course Complexity: Foundational

Program Prerequisites: Experience with QuickBooks and Excel

Advance Preparation: None

Education Provider Information
Company: Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact: For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Instructor for this course
Course Syllabus
  Introduction to Excel Efficiency: QuickBooks Analysis Part 110:17
  Create One-Click Access to Reports10:25
  Auto Open QuickBooks Online Reports10:00
  Export to Excel Vs. Export to .CSV5:17
  Self-Updating Spreadsheets Linked to CSV Files9:49
  SUMIF with Wildcard Criteria6:41
  Transaction Detail Report7:27
  Removing Sales Tax and Blank Rows9:50
  Top Ten Filter7:37
  First/Last invoice Date By Customer8:05
  Calculating Client Tenure with DATEDIF07:00
  Merging Two QuickBooks Reports7:37
  QuickBooks - Excel Analysis Part 1 Illumeo1:40:04
  Slides: Excel Efficiency: QuickBooks Analysis Part 1PDF
  Excel Efficiency: QuickBooks Analysis Part 1 Glossary/IndexPDF
  12 MonthCSV
  Workbook: Excel Efficiency: QuickBooks Analysis Part 1XLSX