To view Accounting Plus 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 Accounting Plus before opening Excel, click the Display button, rather than the Excel button; the report will appear in Accounting Plus’s Screen Reports window. When you’re ready to view the report in Excel, click the Excel button in the Screen Reports window.)

Warning: Avoid exiting Accounting Plus while exporting reports using OfficeLink While you are exporting Accounting Plus reports to Excel using OfficeLink, it’s very important that you don’t use the Windows Task Manager to close either Accounting Plus or the DRVXL16.exe program. If you exit either Accounting Plus or the DRVXL16.exe program using the Task Manager before all the report information has been transferred from Accounting Plus to Excel, a General Protection Fault error will occur. We strongly recommend that you wait until the report information has been transferred to Excel before attempting to exit Accounting Plus.
Note: If you want to view the Cash Flow Analysis Report in Excel In order to view the Accounting Plus 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 Accounting Plus reports in Excel