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| Author : | Patricia McCarthy, MBA |
| Course Length : | Pages: 22 ||| Review Questions: 6 ||| Final Exam Questions: 10 |
| CPE Credits : | 2.0 |
| IRS Credits : | 0 |
| Price : | $17.95 |
| Passing Score : | 70% |
| Course Type: | NASBA QAS - Text - NASBA Registry |
| Primary Subject-Field Of Study: | Computer Software & Applications - Computer Software & Applications for Course Id 691 |
| Description : |
Most general ledger packages do a great job of aggregating journal entries and creating a trial balance. Where many fall short is in the presentation of financial information in the form of financial statements. Many have default financial statements that conform to the presentation needs of a manufacturing entity or a wholesaler, but are not very flexible beyond that. If they do provide for customizable financial statement formats, it can be a difficult and time consuming process.
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| Usage Rank : | 0 |
| Release : | 2015 |
| Version : | 1.0 |
| Prerequisites : | None |
| Experience Level : | Overview |
| Additional Contents : | Complete, no additional material needed |
| Additional Links : |
How to Create Financial Statements Using Excel Sapling com
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| Advance Preparation : | Should have familiarity with formulas and functions |
| Delivery Method : | QAS Self Study |
| Intended Participants : | Anyone needing Continuing Professional Education (CPE) |
| Revision Date : | 01-Jun-2021 |
| NASBA Course Declaration : | Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam. |
| Approved Audience : | NASBA QAS - Text - NASBA Registry - 691 |
| Keywords : | Computer Science, Creating, Custom, Financial, Statements, using, Excel, cpe, cpa, online course |
| Learning Objectives : |
Course Learning Objectives Upon completion of this course, you should be able to:
• Recognize the uses of the SUMIF function • Define and use the VLOOKUP function • Associate the INDIRECT function with referencing Excel worksheets |
| Course Contents : | Chapter 1 - Creating Custom Financial Statements using Excel Course Learning Objectives Course Overview Trial Balance with Financial Statement Mapping Embedded in the Account Number LEFT, RIGHT and MID Excel Functions Creating the Balance Sheet Handling a Trial Balance with No Financial Statement Mapping in the Account Number Using the INDIRECT Function Review Questions Review of Excel Functions Utilized The SUM Function Working with Text The SUMIF Function The VLOOKUP Function Summary Review Questions Glossary |
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