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Template
Here is my situation. Every month export two reports from QuickBooks into
Excel. Report #1 is on one sheet and report #2 is on sheet two. I then set up several new rows that use various functions to provide me with data derived from the information I exported. This new data is needed to fill out sales and use tax forms for the parish and state tax agencies. How can I export this monthly information into a template so that all the programming does not have to be recreated? I would really appreciate any help with this. I can send a copy of the spreadsheet if that helps with this issue. |
#2
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save one of your old sheets as "master" or similar,delete all the old data
but keep all the formulas and save again this time as a template xlt file(instead of a workbook).I ussually create another sub directory and save the template there although if you save the template in the same place you save your reports it wll save itself there later.next time you go into your directory you will see master has a yellow band at the top.if you double click or select new from the right click menu the template opens a copy of itself,"master1".if your imported data ranges are the same size you wont have to change your formulas etc.Otherwise you may have to move them to the bottom of your biggest range or insert your new data rows -- paul remove nospam for email addy! "Kyle" wrote: Here is my situation. Every month export two reports from QuickBooks into Excel. Report #1 is on one sheet and report #2 is on sheet two. I then set up several new rows that use various functions to provide me with data derived from the information I exported. This new data is needed to fill out sales and use tax forms for the parish and state tax agencies. How can I export this monthly information into a template so that all the programming does not have to be recreated? I would really appreciate any help with this. I can send a copy of the spreadsheet if that helps with this issue. |
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