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How do I select the right account number? Article rated 3.1/5.0
You will find some instructions in chapter 5 of the manual on selecting the correct account number for most situations. In the download you will also find a cheat sheet for quick reference. Please con...
How do I cancel my subscription? Article rated 3.1/5.0
We are sorry to see you go. However, if you want to cancel your subscription, simply go to your Account, select your Subscription and cancel your subscription.
How do I sort my bank transactions? Article rated 3.0/5.0
When you download your bank transactions you may find your transactions being sorted from newest to oldest. In the Excel accouting template transactions are entered from oldest to newest. Follow these...
How do I install an update? Article rated 3.3/5.0
Automatic Update You can quickly update to a new version by using the ExcelWorkx Update Tool. This Windows-application will automatically copy all your data into the newest version of the Excel accoun...
How do I change the fiscal year (for example starting in April 1st)? Article rated 3.1/5.0
The Excel Accounting Templates has a feature to support fiscal years deviating from a calendar year.
How do I change the currency? Article rated 3.0/5.0
Go to Settings, cell C35. You can enter your currency code there. E.g. change $ into GBP and then the code GBP will appear on the invoices.
How do I record credit card transactions? Article rated 3.4/5.0
Record all your expense bills/receipts in the Expense tab. Record credit card transactions in one of the bank tabs. You can rename the bank in Settings to Credit Card XYZ. Use 1000 Accounts payable as...