Three Excel University Announcements


I have three exciting Excel University announcements! They are about QBConnect, Top 10 CPE Courses, and Volume 4. First up, QBConnect!


qbcI’ll be presenting an Excel session at the QBConnect conference in San Jose, and if you are going, I’d love to see you there! The title of the session is Excel: The Power of Efficiently Preparing data for QuickBooks Online. In it, I’ll demonstrate the built-in Excel features and functions that help format and prepare data for use with QuickBooks. We’ll perform data transformations such as joining columns, splitting columns, and retrieving related values. Best of all, I’ll show how to use the Get & Transform feature so that the process can be performed each period with a simple refresh. If you spend time in Excel cleaning and formatting data for import into QuickBooks, this session is sure to help you get your work done faster.

If you have already registered, I’d love for you to join me. If you haven’t registered yet, I have a special promo code that will get you a $150 discount! Use promo code SPEAKERGUEST to receive $150 off a 2-day or 3-day pass! Here’s the QBConnect conference site:

If you decide to register, you’ll have the opportunity to see some amazing talks from big-time presenters. Check it out.



Top 10 CPE Courses

Excel University was recently recognized as one of the Top 10 Courses to Take for CPE Credit…wow! I’m honored to be on this list, alongside many prestigious CPE sponsors.

Thank you Canopy! I’m also grateful for all of the Excel University students that have helped make this online training effective. I’m glad that Excel University is able to help accountants use the power of Excel to get their work done faster. To be recognized as one of the Top 10 best courses for earning continuing education is absolutely amazing!

Here is the full list in case you’d like to check it out:



Volume 4 Update

Alright, Volume 4 is close…so close! I hope you are ready!


In Volume 4, we cover the Excel features and functions that help you dial in your recurring-use workpapers. For the purposes of this course, workpapers are those Excel files that are primarily intended for your own use, to help you do reconciliations, journal entries, budgets, allocations, and that type of thing.

The thing I love most about V4 is that we can use all of the topics covered in the previous 3 volumes. This means we can build some really technical workbooks that use lots of things at the same time. I will say that, without a doubt, this is my favorite volume. I really hope that you’ll like it, and more importantly, I really hope it will help you get your work done faster.

I’ll do a big announcement when it is ready, but, in the meantime, if you haven’t taken volumes 1-3 yet, I’m providing a voucher code that you can use to get 10% off. That way, you’ll be ready when V4 hits.

Use voucher code ready4v4 to get 10% off any Excel University course. It will expire when V4 is released. Check out the Excel University course list here:

So, when can we expect the course? Well, here is the full status update. The book is effectively done. The physical printed proof copy arrives here next week for my final review. The solutions videos are done. The Excel files are done. I’m currently working on the lecture videos. If all goes according to plan, the course should launch next month. I’m not exactly sure about the number of CPE credits yet because NASBA’s guidelines take into account the actual duration of the lecture videos. But, I will tell you this. It will be a bit more than Volume 3, which is 15 CPE hours. This is the biggest course yet. Bigger page count, more exercises, way more extra credit exercises. It is awesome…and I can’t wait for you to dig in. Stay tuned!


This article was written by jefflenning


  1. filmpasaji

    Super Blog

    1. jefflenning Post author

      Thanks 🙂

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