Forum Discussion
Need to be able to type customer name in one field and the account number populates in another
I assume those are real names of real clients. You should take the images off your post (I can't do it for you).
From what you've said, it sounds as if one of the various functions (for looking up values related to account numbers or names) would be the answer to your implied question. Here's a link that explains the VLOOKUP function, one of the most widely used in Excel. On that page, you'll also find links to other related functions like INDEX and MATCH. If you need additional help in implementing a solution, please come back with a mockup (no real names please) of your workbook, and post that mockup spreadsheet, not just an image, on OneDrive or GoogleDrive, and post a link here that grants edit access to the sheet.
I've updated this with the attachment. Please let me know how I can do this. I looked at the VLOOKUP, but it appeared that this was to search for data already in the workbook. I want to add to my monthly sales spreadsheet, and have the data pull from the first tab, the master customer list.