To modify OfficeLink templates for Microsoft Excel

To modify OfficeLink templates for Microsoft Excel

If you haven’t already read the OfficeLink Overview, see Modifying OfficeLink templates for Microsoft Excel for more information.

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.

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