R
Rene
I use quickbooks for all of my accounting. I would like to import the totals of all of my client sales into the dbase so that I can track $$ to their respective referral sources and avg client sales etc
The eventual report would be as follows
Month / Inquiries / Sales Calls / New Clients / Clients invoiced / Total sales / Avg et
I currently have this report in Excel and have to manually update it monthly
My assumption is that I will need to have a table for each month with two fields one for each billing period so that I can have a count of invoices and a total of sales. Will I need to import and have 12 tables?
1. How do I import this informatio
2. How do I get the information compiled so that it comes togethe
3. What about next year, etc
Hopefuly, I have explained this well enough // I know what I'm thinking but don't know how to make it happe
Thanks so much
The eventual report would be as follows
Month / Inquiries / Sales Calls / New Clients / Clients invoiced / Total sales / Avg et
I currently have this report in Excel and have to manually update it monthly
My assumption is that I will need to have a table for each month with two fields one for each billing period so that I can have a count of invoices and a total of sales. Will I need to import and have 12 tables?
1. How do I import this informatio
2. How do I get the information compiled so that it comes togethe
3. What about next year, etc
Hopefuly, I have explained this well enough // I know what I'm thinking but don't know how to make it happe
Thanks so much