Excel assistance needed!
I am using an Excel template to upload a spreadsheet into “QuickBooks”. The issue is that certain data fields must be 100% accurate in terms of both spelling & spacing or QuickBooks will create erroneous duplicate accounts. Unfortunately my data entry people make errors that I prefer to prevent.
What I need is to have certain fields “locked down” so only those accounts already established can be entered. This could be done thru some sort of formula or “auto-complete” Here are some examples which better explain my intent
Assume I have the account “Bobby Jones”
Entering “Bob Jones” will create a separate (duplicate account) so if I had a “drop down” where the data entry person could only select from the items already embedded in the template I would be successful.
Thus as soon as the clerk entered the “B” then all entries starting with a “B” come up, upon entering “Bob” only entries with “Bob” would come up. (selection must be made only from those items in the dropdown box) Case sensitivity is not an issue.
My template is a worksheet with say 7 almost identical pages. Each “worksheet page” has 7 fields of which (the same) 2 need to be locked down. (The name of the client, and the name of the cost center to be “charged”) Each locked down “field” has about 150 items. (I would provide the correct “spellings” etc) I will also need to be able to “expand” the template items as new customers or cost centers are eventually added.
24 freelancers are bidding on average $51 for this job
Hallo, I can do it FREE for you! The price will be only your review about my work. I'm new in freelancing, but not new in Exel. (Please check PM). Thank you:)
I'm a programmer-analyst specializing in MS Office solutions. As such, I'm an expert in Excel. I can do this work perfectly for you. See you PMB for my message outlining my implementation of your solution.