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.

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.