To modify OfficeLink templates for Microsoft Excel


Warning: Use caution when modifying Accounting Plus’s Excel templates!If you modify the Excel templates for your Accounting Plus 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 Accounting Plus reports and their corresponding Excel templates:

General Ledger Tab

Checkbook Tab

Sales Tab

Time Billing Tab

Purchases Tab

Payroll Tab

Inventory Tab

Card File Tab

To modify OfficeLink templates for Microsoft Excel