Tax & AccountingJune 26, 2020

Applied Excel – Accessing External Data (Xero, MYOB, QB)

Excel is an amazing tool and each month it gains more and more features. In fact, there are now so many that it can become overwhelming and difficult to understand just what's possible.

In this session, Nick Beaugeard is going to give a practical overview of how to access external data with Excel.

Think about how much data is captured and stored in your (or you client’s accounting package). What if you could unlock new and powerful insights by being able to ‘slice and dice’ this data in Excel?

Learn how to access to Xero, MYOB and Quickbooks online data and how to use this to create dynamic and useful active workbooks for improved business analysis.

Webinar Learning Outcomes:

Attendees will gain an understanding of how to use Excel to access the data stored within common accounting products ‘live’.

Suited to:

Aimed at those wishing to firms wishing incorporate the data from online accounting packages into their Excel business analysis to provide greater insights or value to their clients. This session starts assuming sound knowledge of Excel fundamentals.

Presenter Bio:

Nick Beaugeard is the CEO and Founder of HubOne, a software company which develops solutions for Accounting Firms. Prior to that he has worked in large software vendors including Microsoft and had executive roles at JP Morgan, National Westminster Bank among others.

Nick started writing software at the age of seven and boasts over twenty five years’ experience as a software developer, manager and architect. Nick has lived in London, New York, Seattle and is now settled in Sydney with his wife and four kids.

You will be provided with:

  • PowerPoint presentation slide deck
  • Supporting documentation
  • Webinar Recording to view multiple times for up to 6 months
  • An opportunity to ask questions to the presenter
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