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July 2019 Tech Update Newsletter

Seven Mistakes to Avoid When Selecting Accounting Software

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.

Power BI

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's Tales of True Tech Crimes - Ripped from the Headlines
  • K2's Tech Update
July 24
  • K2's Emerging and Evolving Technology Standards for Accountants: Don't Get Left Behind
  • K2's Understanding Key Internal Controls Over Technology
July 30
  • K2's Data Transformations with DAX Formulas
  • K2's Improving Productivity with Office 365
July 31
  • K2's Mastering Advanced Excel Functions and Formulas
  • K2's Integrating Excel with Word and PowerPoint
  • K2's QuickBooks Power Reporting with Excel
August 1
  • K2's Introduction to the Excel Data Model
  • K2's Power Data Analysis with Power Pivot
  • K2's Powerful Reporting with Cube Formulas
August 13
  • K2's What to Ask Your Technology Provider
  • K2's QuickBooks Online - Changing the Paradigm of Small Business Accounting
August 14
  • K2's The Right Stuff: Best Practices for Purchasing Technology
  • K2's Client Accounting and the Outsourced CFO
August 15
  • K2's Critical Tips for Avoiding Identify Theft
  • K2's Tech Tools and Gadgets for a More Efficient You
August 29
  • K2's Excel Tables - Database Technology Comes to Spreadsheets
  • K2's Excel 2013-2019 - Best New Features for Accountants
  • K2's Office 2019 or Office 365 - Make the Right Decision
You can obtain complete details for each session, including learning objectives and registration information by clicking the button below.


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.

August 2019 Schedule

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.