Home : Book details : Book description

Description of  Automated Custom P&Ls In Powerbi With Quickbooks Data

Published 2/2024 MP4 | Video: h264, 1920x1080 | Audio: AAC, 44.1 KHz Language: English | Size: 3.33 GB | Duration: 4h 41m Step-By-Step build Financial Statements in PowerBI with your QuickBooks Data What you'll learn Learn an easy way to get QuickBooks Data into Power BI that you don't need to be a database engineer to master. Any business professional can learn this! Learn tips for setting up your QuickBooks Data in a way that will give you the greatest flexibility when you build reports in Power BI Learn the basics of how to connect data together in Power BI, beginning with your General Ledger. Learn how to navigate in Power BI and how to build basic financial reports in it using your QuickBooks financial data Learn how to enhance your Chart of Accounts in Power BI so you can customize different versions of your Profit & Loss that all tie back to QuickBooks Data Requirements Basic QuickBooks skills and a QuickBooks data file that you want to use to create your custom Profit and Loss Statement Experience with making pivot tables in excel will be helpful, but not required No programming experience needed. You will learn everything you need to know Description Overview Section 1: Introduction Lecture 1 Introduction Lecture 2 Setting up your Power BI license Lecture 3 Formatting and Extracting your QuickBooks Data for use in Power BI Lecture 4 Loading your Chart of Accounts into Power BI Lecture 5 Loading your GL Transactions into Power BI Lecture 6 Creating your Calendar Table Lecture 7 Connecting your tables together Lecture 8 Building your Profit & Loss Headers Lecture 9 Customizing your Profit & Loss Headers Lecture 10 Building your Profit & Loss Measures Lecture 11 Presenting your Reports in Power BI Online and pdf Versions Lecture 12 Presenting your Power BI-connected Reports in Excel Users of QuickBooks who want to learn how to make their lives easier by automating their complex reports and calculations,Accountants who want to turbo-charge their PowerBI skills