free excel invoice templates

Sharing/Linking Tables between Access Databases

Excel Invoice Manager allows you to run more than one templates and databases on the same computer, with each template connected to its own database. A tutorial on this can be found here: Working with Multiple Companies or Currencies.

Note: with the Pro edition you can open up to 3 templates concurrently on the same computer; The Enterprise edition does not have this limitation.

With the multiple templates/databases configuration, it might be necessary to share database tables between databases. For example, you might want to able to update the customer or product list only once and have the updates appear in more than one databases and be available in all the related templates.

This can be accomplished by linking tables between Microsoft Access databases. The following tutorial assumes you have two databases, DB1.mdb and DB2.mdb, and two invoice templates, Template1.xls and Template2.xls are connecting to the two databases respectively. DB1.mdb will contain real data, and DB2.mdb contains only a linked Customer table. Your updates to Customer table via either template will be visible in both databases and templates.

  1. First of all, backup your database files in Windows Explorer, so that you can easily restart again in case something is wrong during the process.
  2. Double-click DB2.mdb, the database which will contain the linked table, to open it in Microsoft Access.
  3. In the Tables list, click and select the Customer table. Press the DEL key on your keyboard to delete it.
  4. In Access 2007, click "Access" on the "Import" group on the "External Data" ribbon tab. Specify the source database path and name (in this case, DB1.mdb), choose "Link to the data source by creating a linked table". Click OK.

    In Access 2003, click Access menu File -> Get External Data -> Link Tables, and then browse to and open the source database (in this case, DB1.mdb).

  5. On the Link Tables dialog box, choose Customer table and click OK.

The Product database table can be shared in the same way.

With this setting, updates you make to DB2.mdb (via Template2.xls) are actually made in the DB1.mdb, and the updates are visible via both templates.

 

EXCEL INVOICE MANAGER Free Download and Try
LEARN MORE Excel Invoice Manager Home What's New Difference between Editions Quick Start Introduction Setting up Company Information, Tax Invoice Template Working with Excel 2007 Installing / Upgrading Settings Workbook Taxes Misc Data Interface Database In-Cell Lookup Print Customers Creating Customer Editing Customer Customer Detail Products Creating Product Editing Product Product Detail Invoices Creating Invoice Editing Invoice Invoice Detail Payments Adding Payment Editing Payment Payment Detail Reports Generating & Printing Reports Setting Visible Columns Extracting Reports Common Tasks Using the Search Bar Using Data List Windows Importing Data into Excel Invoice Manager Networking Working with Form Properties File Free Invoice Form with Support for Incomplete Lines on Invoice Body Using Credit Note or Credit Memo Copying Report Worksheets from One Invoice Template to Another Two Versions of Customer Statement Report Custom Fields Custom Fields - Overview Custom Invoice Fields - Tutorial Customizing the Invoice Template Customizing the Invoice Template Tutorial: Creating an Invoice Template with Additional Rows Tutorial: Adding a Notes Field to Your Invoice Template Tutorial: Adding or Removing the "Same As Bill To" Button Tutorial: Adding a Clear button to the Report Worksheets Tutorial: Displaying Summary Information on Customer Statement Tutorial: Creating a Receipt Form Using Multiple-Line Address in Invoice Form Printable Invoice - Invoice Printing in a Flexible Way Adding Postcode Cells Manually to Invoice Template More Topics Registration and Services Reference
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