To view AccountEdge reports in Excel

The Index to Reports window should be displayed. (To find the Index to Reports window)

1. Highlight the report you want to display in Excel.

(If you want to limit the amount of information that appears on the report, click the Customize button. The Report Customization window appears, and you can specify the information you want to see on the report. When you're ready to view the report in Excel, click the Send To button at the bottom of the Report Customization window and then select Excel from the list.)

2. Click the Send To button at the bottom of the window and then select Excel from the list The report will appear in an Excel worksheet.

(If you want to view the information on the report in AccountEdge before opening Excel, click the Display button, rather than the Send To button; the report will appear in AccountEdge's Screen Reports window. When you're ready to view the report in Excel, click the Send To button at the bottom of the Screen Reports window and then select Excel from the list.)

Note: If you want to view the Cash Flow Analysis Report in Excel

In order to view the AccountEdge Cash Flow Analysis report in Excel, you must first display the Cash Flow Worksheet. If you choose the Cash Flow Analysis report in the Index to Reports window, then click Send To > Excel, a message will appear to alert you about this requirement. Click OK and the Cash Flow Worksheet window will be displayed for you automatically.

Select an account and enter a number in the Days to Look Ahead field. Click the Analyze Cash Needs button and the Cash Flow Worksheet will fill with data. Click the Excel button in the Cash Flow Worksheet window to view the Cash Flow Analysis report in Excel.

3. In Excel, make any changes you like to the report information.