Settings that can be contained in a business template

Items marked with an asterisk (*) are available in Microsoft Office Accounting Professional 2008 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 2008. 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 2008. If you create a Microsoft Office Accounting Express company from an exported template, only features and settings that are available in Office Accounting Express 2008 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

Vendors

On a Vendor form, settings on the General tab and the Details tab can be contained in a business template.

Preferences

In the Preferences dialog box, the following settings can be contained in a business template.

Company tab

Use account numbers

*Use classes

*Use jobs

*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

*Customers tab

Use customer ID

Default shipping term

Default annual interest rate

Default minimum finance charge

Grace days

Calculate finance charge from

*Vendors tab

Use vendor ID

1099 Categories

Use item numbers

Check for item quantity on hand

Update cost automatically

*Employees tab

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

Opening balances

Accounts receivable

Accounts payable

Sales tax payable

Cash discount given

Cash discount taken

Payroll liability

Undeposited funds

Bank charge

Retained earnings

Pending item receipts

*Job resell account (if the original company is set up to use jobs)

Write off account

Employee expense

Default cash

Support lists

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

Class List

Country/Region 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

*Foreign currency

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).

Related topics

About business templates

Preferences dialog box: options and information

About support lists

*Activate foreign currency

*About jobs

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