The Template You Need May Already Exist

Microsoft Excel provides a set of flexible, attractive, and easy-to-use templates that you can use to quickly create the workbooks you need.

The built-in templates are designed with small businesses in mind, and they are easily customizable for a variety of purposes.

The following templates have already been created with the Template Wizard. They are linked to companion databases located in the Library folder within the Microsoft Excel folder.

  Invoice

  Purchase Order

  Expense Statement

Use these templates as they are, or run the Template Wizard to adapt them as needed, for example, to link to different fields.

To use built-in templates, you may need to install them first by running Setup. To work with a template, click New (File menu), click the Spreadsheet Solutions tab, and then select the template you want.

For more information on working with templates in Office, see About Creating and Opening Documents and Databases.

Next Steps

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