Merge Imported Files for Output???
I am a newbie at this so I'm not sure how much info you
need to advise me, but here goes: I have two downloaded .cvs files (sales receipts & payments) that need to be combined using a sale number or customer name as the "match" or "key" for the data to be merged so I can have only one record per sale with both what was sold and amount paid. Cutting and pasting just isn't working for me anymore. Once this is accomplished, I'd love to take the results of this merge and put them into an appropriate QuickBooks file so I can import it. I have finished the design of the file so I need to know how to put the results into the correct cells of my "shell" file...cutting and pasting won't cut here either. Is this possible? Is this too complicated for me as a newbie??? I've been reading the Excel programming newsgroup and am learning quite a bit and then visiting some of the suggested sites, but if it can't be accomplished with Excel, then I'd love to know it now. <grin Can someone get me started on how to merge the two files to make only one record per customer/sale? I just need to know what terms to search for to get the steps to make this happen. Then, how do I get the customer info, sale, and payment into the correct cells of my new Quickbooks file? Can this be done automatically somehow? What term should I search for to make it put it the correct cell? Thanks to anyone that has any and all suggestions. |
Merge Imported Files for Output???
airolg
Yes it can be done. The best problems to tackle for newbies are the real life ones, so I don't think this is to difficult. You can post here with what the files look like and then explain what you want the output to look like. Or you can send me some abbreviated csv files by private email along with the explanation at which time we can continue the conversation here with some details. -- Dick Kusleika MVP - Excel www.dicks-clicks.com Post all replies to the newsgroup. "airolg" wrote in message ... I am a newbie at this so I'm not sure how much info you need to advise me, but here goes: I have two downloaded .cvs files (sales receipts & payments) that need to be combined using a sale number or customer name as the "match" or "key" for the data to be merged so I can have only one record per sale with both what was sold and amount paid. Cutting and pasting just isn't working for me anymore. Once this is accomplished, I'd love to take the results of this merge and put them into an appropriate QuickBooks file so I can import it. I have finished the design of the file so I need to know how to put the results into the correct cells of my "shell" file...cutting and pasting won't cut here either. Is this possible? Is this too complicated for me as a newbie??? I've been reading the Excel programming newsgroup and am learning quite a bit and then visiting some of the suggested sites, but if it can't be accomplished with Excel, then I'd love to know it now. <grin Can someone get me started on how to merge the two files to make only one record per customer/sale? I just need to know what terms to search for to get the steps to make this happen. Then, how do I get the customer info, sale, and payment into the correct cells of my new Quickbooks file? Can this be done automatically somehow? What term should I search for to make it put it the correct cell? Thanks to anyone that has any and all suggestions. |
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