Extracting data from a client worksheet to create an invoice

[Jacques E. Bouchard]

Okay, this is a doozy, at least to me.

I work as a freelancer. Most accounting software are much too complex for
my needs, so I thought I'd create a few Excel worksheets to keep track of
clients, projects, invoicing etc., and at the end of the year generate
reports for income tax purposes.

My client worksheet has one project per row: client name, type of work,
fee, etc. When the time comes to invoice, I want to be able to
automatically transfer all pertinent information to an invoice worksheet
(which I've already created and formatted).

I can't use absolute cell references because the project I want to invoice
isn't always on the same row (or necessarily the last one in the list).
I've tried creating a macro using relative cell references but found the
process to be clunky and not very efficient.

What are my options? Is the task needlessly complex and should I just use
accounting software (which comes with a 500-page instruction manual)?



jaybee

 

[Biff]

Hi!

Actually, this type of stuff is very easy with Excel provided you have your
data setup in a good, efficient and logical manner.

What you want is some type of lookup but without more specific detail it's
kind of difficult to make a suggestion.

There are many ways to accomplish a lookup and the best one for your
situation depends on your setup and type of data to be returned.

the project I want to invoice isn't always on the same row

That might present a problem.

Biff