Feb 16 2019 08:57 PM
I have a simple set up in excel where I use one tab for customer invoices and one tab for my costs. I would like to be able to enter customer info in only one time, and have it populate the other customer info area in the opposite sheet. Is that possible?
Feb 16 2019 09:09 PM
i can"t help you are in not enterprise account that"s why
Feb 16 2019 10:06 PM - edited Feb 16 2019 10:08 PM
Yes. If you have each transaction as a row eg:
Date|Customer name|Invoice Amount|
And your costs sheet might look like:
|Date|Customer Info|My Cost|Supplier|Tax|
In the costs sheet, click the first empty cell below the Customer Info heading and press the = key, switch back to the Invoices tab and click the cell you want to get the customer information from. Press enter. You have just linked a cell in your costs tab to the cell in the invoices tab.
Click the same cell in the My Costs tab again- there will be a little square in the bottom right corner. Drag that square down the column to the size you desire for the number of transactions- this will link the same cells on the Invoices tab so that when you enter information into them, the same info will appear in the My Costs tab. There are a number of ways to achieve the same thing- have a google for "fill down" (CTRL-D) and cell references.
This might also be handy:
https://support.office.com/en-us/article/create-or-change-a-cell-reference-c7b8b95d-c594-4488-947e-c...