While Accounting 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 Accounting 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 Accounting Plus and select to use Excel with OfficeLink during the installation process.
If the Excel button in the Index to Reports window is dimmed, OfficeLink hasn't been installed properly for Excel.
Click below for the step-by-step procedure:To view Accounting Plus reports in Excel
Click below for a list of Accounting Plus reports and their corresponding Excel templates:
Accounts Tab
Chequebook Tab
Sales Tab
Time Billing Tab
Purchases Tab
Payroll Tab
Stock Tab
Card File Tab