Ernest's upcoming presentations:
I will be presenting a couple of classes at Scaling New Heights this year. An updated version of Extending Excel with Power Query as well as a session titled Introduction to Power BI. Fans of my talk about desktop reporting (the last version is on my linked in page) will want to attend the Power BI session as that is where I will talk about reporting for QuickBooks desktop. 


INTRODUCTION TO POWER BI

Venue: Scaling New Heights 2022

During this session we walk through all the considerations and steps to go from data to dashboard with Power BI.  In addition to dials on dashboards, we discuss how critical a good data model is and provide some recommendations for that. We also will show attendees how you can also leverage data stored in Power BI to give full financial statements with Power BI’s tabular reporting and analyze your financials using Excel.  While I still cover getting QuickBooks online data into Power BI, I have expanded the scope of the class to also include tools for using QuickBooks Enterprise (desktop) data in Power BI


​Ernest's past presentations:

Extending Excel with Power Query
Venue: Scaling New Heights 2021


Building on the success from the 2020 show, in this year's session we not only demonstrated basic Power Query techniques to allow attendees to enhance their everyday use of Microsoft Excel. While covering the basics, we’ll show you how to build a repeatable process for transforming the information into a form you can use in other applications or combine data in ways that can’t be done in other tools


INTRODUCTION TO BUILDING YOUR OWN QBO DASHBOARDS WITH POWER BI
Venue: Scaling New Heights 2021

Back by popular demand, we are training again on Power BI and how to use it to report your QBO data.

A highlight of this year's presentation is a preview of QQUBE's new model built specifically for QBO. The new model we showed allows customers to leverage Power BI with QuickBooks data. Because QQUBE is now provide your clients with up to date metrics that matter to them while future-proofing your business. During the session we will start from scratch to build a dashboard that you can immediately use to show meaningful QBO information and then expand on with information from other sources. We will also show how your client’s can expand their team’s online access to QBO data online while maintaining control of the data and end with a peek at how natural language queries will allow for no code self-service business intelligence.


QUICKBOOKS DESKTOP REPORTING:
​ A DEEP DIVE INTO USING THE DATA YOU WORK SO HARD TO PUT INTO QUICKBOOKS

Venue:  Scaling New Heights 2021

This course is designed for pro advisors who are new to the custom reporting arena, or for those who are experienced but perhaps frustrated with the limitations they encounter. Developers and geeks who are less experienced with accounting will also benefit from this information.


QUICKBOOKS DESKTOP: UNDER THE HOOD
Venue: Scaling New Heights 2020


In this session, we walked people thru all the various ways users can do with regards to custom reporting and analytics. This course is designed for pro advisors who are new to the custom reporting arena, or for those who are experienced but perhaps frustrated with the limitations they encounter. Developers and geeks who are less experienced with accounting will also benefit from this information.

POWER QUERY 101
Venue: Scaling New Heights 2020


In a first for Scaling new heights, we showed attendees in this session the basic techniques needed to leverage Power Query to enhance their everyday use of Microsoft Excel. We started with QuickBooks reports and used  techniques build into Power Query to show how to build a repeatable process for transforming (converting) QuickBooks reports and IIF files into the information they need.


INTRODUCTION TO BUILDING YOUR OWN QBO DASHBOARDS WITH POWER BI

Venue: Scaling New Heights 2020


Making a little Scaling New Heights history, we showed attendees Power BI for the first time.  We started from scratch to build a dashboard that you could be immediately used to show meaningful QBO information and then expanded on with information from other sources. We also showed how pro advisors client’s can expand their team’s online access to QBO data online while maintaining control of the data . 



Tools and Tips for Exporting: Migrate to QB Desktop
Venue: Scaling New Heights 2019 Online

Description: Join Ernest Cook as he and Sara team up to show you not just the theory, but the mechanics of getting QuickBooks desktop data ready for migration to a new platform.


Stretching QuickBooks - Populating Microsoft  Power BI with QB Data

Description  In this webinar hosted by Woodard and Stratos Cloud Alliance,  Ernest presented why Power BI was a great tool to use for QuickBooks professionals and showed multiple ways that Power BI can be used with QuickBooks.


Venue: Woodard webinars

Slide deck is available here

​We empower QuickBooks users to have the information they need to effectively run their business by transforming QuickBooks data into actionable information that is always available, always current.

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