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Class Schedule

Quickbooks: Online Fundamentals
October 21 & 22, 2020
6:30 pm - 9:30 pm CDT

In this class, you will learn:

  • how to become comfortable with navigating the user interface
  • managing the bank feeds
  • creating common transaction workflows such as invoices and receiving payments
  • reconciling bank accounts
  • preparing Profit and Loss reports

This is a distance learning class held through Zoom. Instructions for logging into Zoom will be emailed by the instructor prior to the first class meeting.

Price: $159

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Excel: PivotTables & Tables
October 29, 2020 8:15 am - 10:30 am CDT

This 2 hour online session will cover the following key Excel topics:

  • Import Data with PowerQuery
  • Sort and Filter
  • Create Subtotals
  • Perform Calculations in a Table
  • Calculate, Summarize, and Analyze Data with PivotTables

Price: $79

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Excel: Formulas & Functions
November 5, 2020 8:15 am - 10:30 am CDT

This 2 hour online session will cover the following key Excel topics:

  • Lookup and Reference (Xlookup vs. Vlookup, and Match)
  • Text (Concatenate, Trim, Right, Left, Mid)
  • Math (Sumifs)
  • Statistical (Countifs)
  • Logical (If statements)
  • Date & Time (Today & Now)
  • Goal Seek

Price: $79

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Excel: Conditional Formatting & Charts
November 12, 2020 8:15 am - 10:30 am CDT

This 2 hour online session will cover the following key Excel topics:

Conditional Formatting

  • Highlight cells based on logic
  • Top/Bottom Rules
  • Data Bars, Icon Sets, and Color Scales

Charts

  • Line, Bar, & Column Charts
  • Sparklines
  • Chart Templates
  • PivotTable Charts

Price: $79

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Excel: Getting Started with Power Query
November 19, 2020 8:15 am - 10:30 am CDT

This session will spotlight Excel's Power Query and how it can help you connect to a wide range of data sources of all sizes and shapes.

You'll see how the "Get and Transform" tools are vastly different from Excel's common everyday techniques such as copy & paste, text to columns commands, an Vlookup functions.

Power Query users will enjoy saving lots of time after building a repeatable process which makes working with new data sets like monthly reports a breeze to report with.

Learning Objectives:

  • Power Query Editor Tools Overview
  • Get & Transform Data Options
  • Integrating Quickbooks Online reports
  • Tips & Tricks

Price: $79

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Steve Chase is the founder of Sequentia Solutions, a consulting firm which provides training services to small business owners. Steve enjoys helping his clients acquire peace, clarity, and freedom in their bookkeeping and application systems. He is passionate about training business owners to manage their systems and processes to succeed in today‚Äôs ever changing business landscape. Steve is a certified Advanced QuickBooks Online ProAdvisor and Microsoft Office Master Specialist. Connect with him on his next class. To arrange custom one on one training email Steve at [email protected] or call 2104104332. 

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