Microsoft Office Word templates overview

Microsoft Office Accounting provides a set of Microsoft Office Word documents that allow you to customize documents that you send to your customers and vendors. You can choose from seven themes that give your documents visual appeal.

It is intended for you to modify these documents for your business. They include spaces for you to add your company logo and letterhead, which you can do using functions available in Word. You will also need to customize these templates by adding, modifying, and deleting the tags Office Accounting provides for you.

Locate Word templates

Word templates that come with Accounting are located in the following folders:

  • Windows Vista    drive:\ProgramData\Microsoft\Windows\Templates\Office Accounting [2008 or 2009]\Templates

    The Templates folder contains more folders that contain Word documents for various types of Office Accounting documents, such as customer credit memos, customer statements, and invoices.

  • Windows XP    drive:\Documents and Settings\All Users\Templates\Office Accounting 2009 [or Office Accounting 2008\Templates]

    This folder contains the Basic Templates folder, which stores templates for use with Microsoft Office XP (or earlier), and the Templates folder, for use with Microsoft Office 2003 or the 2007 Office system.

You should not delete or move these documents. In addition, any documents that you create will be stored in the Templates folder or one of its subfolders.

Customize Word templates

Customizing the Word documents involves adding, editing, or deleting XML tags from the document. Accounting provides a customized set of XML tags that you will see in the Microsoft Office Word Document Actions pane when you open one of the documents. For more information, see Customize Microsoft Office Word templates.

Word documents provided by Accounting are write-protected by default. To save an edited or customized document, you must first rename it. For more information about protecting a Word document, see Protect a Word template from unauthorized changes.

Note: If you are using Microsoft Office Word 2003, you can control whether table gridlines appear in the document by clicking Hide Gridlines or Show Gridlines on the Table menu. After you make a selection, the format will remain in effect until you change the selection.

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