At the time of Order / Invoice entry, every time I don't wnat enter Customer Name and Address and other details. So, I want to maintain saperate Customer Data Master source file, from that source file every time my customer details should write/update in my invoice file. To identify I will keep customer ID as key number. Please guide me how to create source file and how to link both customer details source file and Invoice / order transaction file.
I will suggest you to create small application in .net for ths which will add some value and process your data;If you want to use Excel only make a master sheet with details and use it in other excel sheets
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Here's what you are looking for. Browse it and you can find it there all you want for shortcut keys. Follow this link below:
Microsoft Excel Shortcut keys Enter data by using shortcut keysToPress
Complete a cell entryENTERCancel a cell entryESCRepeat the last actionF4 or CTRL+YStart a new line in the same cellALT+ENTERDelete the character to the left of the insertion point, or delete the selectionBACKSPACEDelete the character to the right of the insertion point, or delete the selectionDELETEDelete text to the end of the lineCTRL+DELETEMove one character up, down, left, or rightArrow keysMove to the beginning of the lineHOMEEdit a cell commentSHIFT+F2Create names from row and column labelsCTRL+SHIFT+F3Fill downCTRL+DFill to the rightCTRL+RFill the selected cell range with the current entryCTRL+ENTERComplete a cell entry and move down in the selectionENTERComplete a cell entry and move up in the selectionSHIFT+ENTERComplete a cell entry and move to the right in the selectionTABComplete a cell entry and move to the left in the selectionSHIFT+TABWork in cells or the formula bar by using shortcut keysToPressStart a formula= (EQUAL SIGN)Cancel an entry in the cell or formula barESCEdit the active cellF2Edit the active cell and then clear it, or delete the preceding character in the active cell as you edit the cell contentsBACKSPACEPaste a name into a formulaF3Define a nameCTRL+F3Calculate all sheets in all open workbooksF9Calculate the active worksheetSHIFT+F9Insert the AutoSum formulaALT+= (EQUAL SIGN)Enter the dateCTRL+; (SEMICOLON)Enter the timeCTRL+SHIFT+: (COLON)Insert a hyperlinkCTRL+KComplete a cell entryENTERCopy the value from the cell above the active cell into the cell or the formula barCTRL+SHIFT+" (QUOTATION MARK)Alternate between displaying cell values and displaying cell formulasCTRL+` (SINGLE LEFT QUOTATION MARK)Copy a formula from the cell above the active cell into the cell or the formula barCTRL+' (APOSTROPHE)Enter a formula as an array formulaCTRL+SHIFT+ENTERDisplay the Formula Palette after you type a valid function name in a formulaCTRL+AInsert the argument names and parentheses for a function, after you type a valid function name in a formulaCTRL+SHIFT+ADisplay the AutoComplete listALT+DOWN ARROW
Two ways to do this. Add them as a customer with there address. A good policy is to use their phone number as customer number. That way repeat customers are already available. Then go to SETUP, SETUP SCREEN, RECEIPT tab, PAGE 2. Under PRINT CUSTOMER INFO, check NAME AND ADDRESS.
If you are not interested in building a customer database, add a button at the bottom with the function INVOICE NOTES. After taking order, hit this button and enter address. It will appear at the bottom of invoice.
B Mattern email@example.com
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How are you entering the time and mileage?
As "Timesheet" entries? or as "Expense Items"?
Assuming that you are using the timesheet (for both the time and mileage) when you create an invoice, QB should ask you if you want to invoice for "outstanding billable items" - when you say "yes" then two seperate lines should appear on the "time" tab. If you select both lines, they are not combined unless:
a) You are using a "Group" Item Type
b) You select both lines, and then you select the option to "print as one item on invoice".
As long as you are not doing (a) or (b) they should appear as two seperate lines.
this discussion could go on for days (month? a semester at least?) but data is any piece of information you want to capture and save. a name. an address. a phone number. (actually they are examples of pieces of data - and whether you capture and save them or not they are still pieces of data). data "forms" a database when you save it (in the dataabase).
the database usually has tables representing related pieces of infomation.
the CLIENT table may have the following fields:
the ACCOUNTS_RECEIVABLE table may have
Notice how the CLIENTS table is "related" to the ACCOUNTS_RECEIVABLE table by the Client Number - hence the term you may have heard RELATIONAL database.
Do you have Microsoft Access? If so, you could use that to create a database and an invoice form. You could also use Access to "dump" the info into Excel to track and record.
Otherwise, try searching for "Import Data" in the Excel help. It would be very difficult to walk you through the whole process, but if you have specific questions about certain steps, that would be more manageable.
You need to set up security and different profiles for different people. that is the safest way. But an easier way is to have you enter data in one form and them enter their data in another form. In their form edit the properties of the fields that you want left alone. You need to set the properties to locked in the form where they do their data entry but leave them unlocked where you do your data entry. Just creat a second form by saving the first one under a different name. Also you might want to remove the fields from the tab stop list.
Since you are searching the data by the phone number , first select all the data in the spreadsheet and sort it in ascending order by the phone number. Then, assuming you have 5 columns of data A through E, and the phone numbers are in column E, with row 1 occupied by column headings, use the following formula in cell F2=IF(E2=E1,"Duplicate",1)
Drag this formula down column F till the end of your data Select the entire data and do an auto filter In column F filter the data by Duplicate and delete all these rows What remains should be unique data