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.
Warning: Use caution when modifying AccountEdge's Excel templates!
If you modify the Excel templates for your AccountEdge reports, be sure that you do not move the [[Tbl:Body Table]] field. This field must be located in Column B, row 15, in order for each report's total amounts to be calculated correctly. If you move [[Tbl:Body Table]], the totals will be inaccurate.
Also note that you cannot directly reference a specific piece of data within a report when creating additional calculations on your report data. This is because Excel will push the reference field you create to a field below the end of the report body when the report is imported into Excel. As an alternative, we suggest that you either create a macro that will be calculated after the report is imported or place your reference field on a separate spreadsheet that will be updated after the report is imported.
Please refer to your Excel documentation for specific help.
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 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