Microsoft Office Accounting Professional 2008

Exporting lists to Excel

Office Accounting allows users to take full advantage of Excel’s extensive functionality by making it easy to export all lists directly to Excel. Click the Excel button on the toolbar to export the list to Excel.

Customer list

Remember you can customise which columns are shown (please refer to the Customisation module) before exporting the list to Excel by selecting Add/Remove content in the View menu. Office Accounting supports export to Excel XP, Excel 2003 and Excel 2007.

Customer list exported to Excel 2007

Some of the advantages of exporting the list to excel are that you can use Excel features such as auto filter, conditional formatting, multi-column sorting and calculations.

Setting a filter

A filter can help you sort and filter columns of data.

Filtering on balance

You can filter on any number of columns at the same time.

Customer list filtered on balance and sorted by credit limit

Another great feature is conditional formatting.

Setting conditional formatting in Excel 2007

Conditional formatting uses colour to distinguish between different numbers - in the example below the larger balances have a darker colour.

Conditional formatting applied