To display an AccountEdge report in Microsoft Excel, AccountEdge uses a set of special Excel templates, which are installed when you indicate that you use Excel during the AccountEdge installation process. Each Excel template is associated with a specific AccountEdge report. You can modify these templates, if you wish.
If you accidentally delete an OfficeLink template for your Excel reports or word processing application's letters, you can recreate the missing template by reinstalling the AccountEdge application files. Any missing templates will be added when you reinstall.
Any templates you've modified won't be replaced when you reinstall AccountEdge. If you wish to replace a modified template when you reinstall AccountEdge, you must first rename or delete the template you modified. (Refer to the documentation that accompanied your computer for information about renaming and deleting files using your computer's operating system.)
Click below for the step-by-step procedure:
To modify OfficeLink templates for Microsoft Excel
Click below for a list of AccountEdge reports and their corresponding Excel templates:
Accounts Tab
Banking Tab
Sales Tab
Time Billing Tab
Purchases Tab
Payroll Tab
Inventory Tab
Card File Tab
OfficeLink Overview - Modifying OfficeLink templates for Microsoft Excel