Items marked with an asterisk (*) are available in Microsoft Office Accounting Professional 2009 only.
A business template contains a number of accounts and settings that make it simpler for you to set up a new company in Microsoft Office Accounting 2009. Most company preferences and other settings can be contained in a business template, but some cannot.
Note: You can only create and export a business template from Office Accounting Professional 2009. If you create a Microsoft Office Accounting Express company from an exported template, only features and settings that are available in Office Accounting Express 2009 will be included.
Accounts and settings that can be contained in a business template
Chart of accounts
The following accounts can be contained in a business template.
All financial accounts, whether active or inactive
Exchange Gain and Exchange Loss accounts, if the original company is set up to use foreign currencies
On a Vendor form, settings on the General tab and the Details tab can be contained in a business template.
In the Preferences dialog box, the following settings can be contained in a business template.
Use account numbers
*Use change log
*Allow duplicate document numbers
Do you pay sales tax?
On what basis do you pay sales tax?
On what basis do you view reports?
*Use foreign currencies
Use customer ID
Default shipping term
Default annual interest rate
Default minimum finance charge
Calculate finance charge from
Use vendor ID
Use item numbers
Check for item quantity on hand
Update cost automatically
Use employee ID
First day of the week on timesheet
Who will run payroll when using Accountant Transfer?
Online Sales tab
Enable online sales
Reset download start date
View Online Preferences
System Accounts tab
Sales tax payable
Cash discount given
Cash discount taken
Pending item receipts
*Job resell account (if the original company is set up to use jobs)
Write off account
Settings for the following support lists can be contained in a business template.
Vendor Group List
Payment Terms List
Shipping Method List
Shipping Term List
Price Level List
Credit Rating List
Pay Type List
1099 Category List
Sales tax information
The following sales tax settings can be contained in a business template.
Manage Sales Tax Groups
Manage Sales Tax Codes
Manage Item Tax
New Tax Agency
When a company is set up to use foreign currencies, settings on the Currency list can be contained in a business template.
Settings that cannot be contained in a business template
Business templates cannot contain company-specific information such as company name, e-mail or Web addresses, federal tax ID number, or transactional data (including opening balances).