Copying the schedule

If you have a schedule that includes most of the details you want, you can copy the schedule and modify it to reflect your needs. After you have finished, you can build your schedule.

To copy a schedule:
  1. On the Financial Statements menu, click Financial Statement Editor.

  2. Select a Category from the list 

  3. Income Statement: Limits your report to Income Statement accounts.

  4. Balance Sheet: Limits your report to Balance Sheet accounts.

  5. Combined: The Combined Statement can include Income Statement and Balance Sheet accounts.

  1. Select a Schedule Name from the list. The schedule is sorted by line Order number.

  2. Click Copy Schedule.

  3. If you make any changes in the top section, click Save Schedule Changes.

  4. You can do any of the following:

  5. Click Add Items to add lines to the schedule.

  6. Click i_pencil.gif to edit a line in the schedule.

  7. Click i_copy.gif to copy a line in the schedule.

  1. View the financial statement schedule.

Other Options:

 

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