Create a Form for Online Invoices

Topic at a glance

When you have data that you routinely enter into forms in Microsoft Excel, you can collect the data and store it in a database automa-tically, without retyping. Use the Template Wizard with Data Tracking to transform a workbook into an online template or form and to create a link from your workbook to a designated database. Each time the form is filled out and saved as a separate workbook, its data can be automatically entered into the database, in which you can create reports as well as filter and summarize the compiled data.

Important   You must have the Template Wizard with Data Tracking installed to complete the tasks in this topic. To link templates to databases, you must have Data Access Objects (DAO) and the appropriate open database connectivity (ODBC) driver installed. If you need to install the Template Wizard, DAO, or an ODBC driver, rerun Setup. To load the Template Wizard or another add-in, click Add-Ins (Tools menu).