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Advanced Excel Clean-up Skills for Accountants (for data import) - ADVANCED WEBINAR

Plus all the content from previous webinar: PDF/CSV Statement Conversion to QuickBooks Masterclass by HECTOR GARCIA CPA

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Use Microsoft Excel to cleanup spreadsheet with data from banks and/or other accounting systems, to clean-up and make import-ready. Functions that we will learn using some typical real world data:

  • Vlookup
  • Concatenante
  • Trim, Left, Right, Mid
  • Text to Columns
  • Remove Duplicates
  • Find and Replace
  • Pivot Table summaries



Plus all the previously recorded content:

  • How to clean-up CSV files downloaded from the bank in excel first to import data twice as fast
  • How to import new vendors in batch to avoid having to create them while doing data entry
  • How to convert PDF statements (digital and/or scanned) into .QBO files to bring via bank feeds using MoneyThumb Software
  • How to use MoneyThumb's built-in cleanup tool to bring more streamlined data into QuickBooks
  • Hector's Tips/Tricks using MoneyThumb



Your Instructor


Hector Garcia, CPA
Hector Garcia, CPA

Hector Garcia, CPA.CITP, CGMA

  • Certified Advanced QuickBooks ProAdvisor
  • Member of Intuit Trainer/Writer Network
  • Co-Host of QB Power Hour - Webinar series of QuickBooks power users
  • Creator of 300+ videos in YouTube about QuickBooks, Accounting, Taxation, Small Business Success, and/or Excel (with over 2mm combined views)

Class Curriculum


  September 20th, 2019 Webinar Recording: Advanced Excel Tip, Tricks, and Data Cleaning Tools
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days after you enroll

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