Viewing reports in Microsoft Excel (OfficeLink)

Reports and forms > OfficeLink >>

While Plus provides a wide range of reports and graphing tools, there may be times when you'll find it more convenient to use Microsoft Excel to create what-if scenarios, budgets and the like. With OfficeLink, you can transfer Plus reports to Excel as easily as you can print them.

In order to use OfficeLink, you must also be using Microsoft Excel Version 8.0 (Office 97) or later. In addition, you must have selected to use Excel when you installed OfficeLink. If you haven't done this already, reinstall Plus and select to use Excel with OfficeLink during the installation process.

Click below for a list of Plus reports and their corresponding Excel templates:

Accounts Tab
Banking Tab

Sales Tab

Time Billing Tab

Purchases Tab

Payroll Tab

Inventory Tab

Card File Tab

Step by step