To view AccountEdge reports in Excel

If you haven’t already read the OfficeLink Overview, see Viewing reports in Microsoft Excel for more information.

The Index to Reports window should be displayed.

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

    Click Filters to limit the amount of information that appears on the report. The Report Filters window appears, and you can specify the information you want to see on the report. Click OK.

  1. Click the Excel button at the bottom of the Index to Reports window. 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 Excel button; the report will appear in AccountEdge’s Screen Reports window. When you’re ready to view the report in Excel, click the Excel button in the Screen Reports window.)

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 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. Click the Analyze Cash Needs button in that window, then click the Excel button in the Index to Reports to view the report in Excel.
  1. In Excel, make any changes you like to the report information.

To view AccountEdge reports in Excel