A method of transferring data from a financial program to a word processing program to view and modify financial documents in the word processing program is disclosed. The method may entail selecting a template in an accounting program wherein the template has a field related to the selected template, identifying an open field in the selected template that can be filled in with data from the accounting program, selecting data stored by the accounting program that is appropriate to fill in the open field in the selected template, communicating the selected data and the selected template to the word processor and opening a document in the word processing program that displays the selected template and the selected data in the appropriate field as a word processing document.