Feb 02 2021 03:06 AM
Feb 02 2021 08:29 AM
Since what you're creating is (or appears to be) a template, generic until filled in by a client--therefore not containing itself any proprietary info--you could help us help you by providing a copy of your current working model. That way we could give one or two very specific suggestions.
Let me ask you a few questions: are you actually creating five workbooks for each client? As opposed to one workbook with five worksheets in each? And seeing the actual will help with this next question: you mention two of the five workbooks/sheets; what are the remaining three workbooks/sheets?
It's frankly a little worrisome that you end with "I have no idea how to do this and which formulas I need to look at", given that these are bookkeeping spreadsheets and therefore have accounting and presumably some legal importance attached to being accurate and reliable. Have you checked out existing templates at all?
Feb 05 2021 05:18 AM
Feb 05 2021 08:33 AM
Thanks for answering. You also wrote: Ps. I'm trying to attach photos but for some reason It won't let me.
And to that I want to say, please don't take time with photos; they're generally not very helpful. What I'd asked for is a copy of the spreadsheet/workbook itself. With that I (or one of the other folks here) could give specific suggestions. You should be able to drag and drop the file, from a directory listing, or from your desktop, to the bottom of any message you are in the process of creating.