July 2019 Tech Update Newsletter

Seven Mistakes to Avoid When Purchasing Accounting Software

In the past, companies would keep their accounting system for about seven years. However, as these businesses began to grow, gaps would emerge, causing more and more manual work by employees. What was once a great accounting solution is now patched up with additional applications, many that don’t even speak to each other. Think of all those databases that you must manage and additional people to hire! There’s no resemblance of real-time insights on the horizon. Not sure if you saw the movie Bird Box with Sandra Bullock, but if you did, you can relate. If you’re on QuickBooks™, I know you feel the pain.

Snap a Picture to Import Data into Excel

Last fall, Microsoft announced forthcoming capabilities to take a picture of a data set using your Android-based or iOS-based device and import that data in Excel. That feature has now been fully rolled-out to both the Android and iOS platforms. In this tip, you will see just how easy it can be to get data into Excel by simply snapping a picture.

Major Changes Now Available in Power BI

Microsoft’s June 2019 update to Power BI was a significant one in many regards. Not only did Microsoft radically overhaul the user interface, they added many new usability and performance features, too. In this article, we will explore some of the biggest changes made available in the June 2019 update to Power BI.

K2 Enterprises Highlights July/August
Webinar Series

Throughout July and August, K2 Enterprises is producing twenty-one webinars, providing technology-focused CPE opportunities to accountants and other business professionals. The topics for these sessions include coverage of Excel, budgeting, business intelligence, Outlook, Word, and analyzing data. Specific dates and topics for these webinars are listed below.

July 23

K2 Team Members On The Road In August

During August, K2 team members are scheduled to deliver 87 in-person training sessions in 26 venues across North America! A summarized schedule is shown below. We hope that you will be able to attend one or more of these sessions, and we look forward to the opportunity of serving you soon.

Do We Overuse Excel?

“Do accounting and financial professionals overuse Excel?” It’s a fair question and one that should be considered. The presence of the ubiquitous spreadsheet cannot go unnoticed in virtually all organizations. We use – and overuse – Excel to summarize and analyze data, prepare reports, maintain inventory, and even track to-do lists. But, let’s step away from the keyboard for a moment and examine whether other tools might be better for certain purposes. Then we can make a more informed decision about how much we should be using Excel.