Details Price Qty
OC Financial Statementsshow details + $225.00 (USD)  

  • December 1, 2021
    2:00 pm - 4:00 pm

Course Overview
This 2-hour course will teach how to use the Financial Functions Add-In, available as a supplement to Office Connector Query, to produce 3 Financial Statements – a Balance Sheet, a Trial Balance and an Income Statement, all with date range functionality.

Please note: Each registration fee is valid for 1 login per person. This login cannot be shared.

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Agenda:

  • Office Connector Query – Review the Basics and Create a Driving Query
    • Review the financial reports included with Office Connector Financials Add-in
    • Review of the Office Connector Basics and create a Driving Query
    • Review of the Office Connector Financial Functions
  • Creating Custom Financial Reports
    • Creating a Trial Balance
      • Stacking Queries
      • Copying and Modifying Queries
      • Removing Zero value rows
    • Creating a Balance Sheet
      • Applying Similar concepts and techniques to a Balance Sheet
      • Creating Net Income Calculation
    • Creating an Income Statement
      • Applying similar concepts and techniques to an Income Statement

Venue:  

Description:

This is an online class. You will receive a separate email with instructions on how to access the course 1-2 business days prior to the date of the class. You will need an internet connection and phone access to take this course.