Build a Balance Sheet and Cash Flow in Power BI with your QuickBooks Data - Video Course

Once you have made your financial data model, this video guides you through completing your financial statements by building the additional headers and measures you need to construct your Balance Sheet and Statement of Cash Flows.  

I break everything down for you step-by-step and show you how to complete each step with a sample QuickBooks file. We examine the nuances of how these reports are constructed and I provide and demonstrate all the headers and formulas you need to make them.

We even learn how to automate our end of the year retained earnings journal entry from within Power BI to make this Balance Sheet completely automated from the QuickBooks data we extracted in the P&L class.

This is a class specifically designed for business users with entry-level Power BI knowledge — by an Accountant, for Accountants!