Tuesday, November 16, 2010

How to change default template in MS accounting 2009?

I was wondering how do you change the Default Invoice Template in MS Accounting 2009? I made my own template with all of the .xml codes. I can export the invoice to word and print my custom template that way but I want to print it in MS Accounting. Is there a way to do this?How to change default template in MS accounting 2009?
The first time that you send a document by clicking the E-mail button on the toolbar, you have to select a Word template in the Select Work Templates dialog box. The Word template that you select is set as the default template for all the documents that you send by e-mail from Accounting Express, from Accounting Professional, or from Small Business Accounting.



To change the default Word template when you send a document by e-mail, follow these steps:



1. Open one of the following types of document that you want to send by e-mail:

* Invoice

* Sales order

* Quote

* Customer credit memo

* Purchase order

2. On the Action menu, click E-mail Document.



Notes

* The Document placeholder is a placeholder for the type of document that you want to send.

* Do not click the E-mail icon on the toolbar. If you click the E-mail icon, the document will be opened directly in Microsoft Outlook. The default Word template will be used.

3. In the Select Work Templates dialog box, select the new Word template that you want to set as the default template in the Templates section, and then click Select.



The document will open in Outlook in the selected Word template. The default Word template has now been changed and will be used if you click the E-mail button.How to change default template in MS accounting 2009?
Microsoft Office Accounting includes a wide variety of Microsoft Office Word templates for forms such as invoices, purchase orders, and sales orders. When you export an Office Accounting document to Office Word, your data automatically appears in the Word document.



Invoice template



Customizing the templates is easy because you can use the familiar editing features of Word. You can add your company logo and slogan; add and remove fields; and add, remove, or change text. And when your custom template is just the way you want it, you can set it as your default template, so that Office Accounting automatically opens the template whenever you export the form to Word.

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