8. Create and Set a new blank file (workbook)

Step 2 - Create And Set A File (Workbook)

After you create a folder, open Microsoft Excel (95, 97, 2000 or XP or later). Then, create a new blank Microsoft Excel file (menu File/New). In Excel, a file is called a workbook. Save the file into the AccountsXL folder (or some other folder of your choice). Give the file this (suggested) name: 0000 Book-Keeping Sample.xls. You can use some other name if you wish.

This file will become the SAMPLE or MASTER copy file for our book-keeping functions.

NOTE: By putting zeros (0000) in the front part of the file name, you ensure that the file will always appear first (topmost) in the folder that it is in. Although one zero will suffice, I use 4 zeros to make it more obvious.

(The disk accompanying this book contains a copy of this sample file).

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- Open a new workbook (This will automatically create a blank workbook).

- Save the new workbook. In the process of saving a new workbook, you will be asked to give a name for the workbook. Give the new workbook a suitable name that reflect what data it will contain. For example, if the name is "AccJan2012.xls" it will contain accounting data for January 2012.

Other than name, you also be asked to state or select which folder you want to put the workbook.

A workbook is same as a file.

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