Hi Timm & Lesley,
Sorry for the delay in getting back to the forum - been separated from my computer !
Thanks for your thoughts but I'm afraid I didn't explain myself properly. I've got Client Manager myself so I know I can export to Excel, but my concern is that my client has about 40 customers and 30 suppliers set up and several bank accounts and what she ideally wants is for me to create a spreadsheet for each different customer, supplier and bank account etc.
As I understand it, I would need to export each customer and supplier separately (thereby creating numerous separate workbooks, albeit temporarily) and then copy and paste them into 2 single workbooks (one for customers with all the different sheets and one for suppliers).
Is my understanding correct or is there some better way of doing it ?
|