Using business templates for setting up a company

Are you a consultant or accounting (accountancy) professional with clients using Office Accounting? Have you spent some time playing around with the product and want to keep your setup? The new business templates in Office Accounting 2008 can help you do that.

Here are the steps:

1.       Set up a new company (or import it from a competitive product)

2.       Modify the chart of accounts

3.       Modify the support lists (terms, countries etc)

4.       Modify tax/VAT setup and rates

5.       Modify currencies and rates

6.       Click File, Utilities, Export as template and save the file.

Save as business template

Now you have a custom XML business template with all your settings set up.

To use the template, set up a new company. When the setup wizard asks for a business type, click the Add button to the right and select the template you have saved.

Add business template

Comments (3)

  1. I just wanted to let you know that my friend John Thuneby has started a new blog about Office Accounting

  2. anony.muos says:

    Any plans for a version customized for the Indian market? Hasn’t MS got a development center in India?

  3. <a href="; rel="dofollow">Business Template</a>

    Good. Thanks

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