Go from Quote to Invoice in 1 click | How to | Google Sheets | No Apps Script or Coding

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  • เผยแพร่เมื่อ 31 ธ.ค. 2024

ความคิดเห็น • 19

  • @bloomfieldanalysis
    @bloomfieldanalysis  ปีที่แล้ว +1

    Missed the first video? Create an automated invoice here: th-cam.com/video/Xd9r2LzLbM/w-d-xo.html
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  • @Venkateshpandurangan-r2k
    @Venkateshpandurangan-r2k หลายเดือนก่อน

    Thank you so much for your help ! This video helped me do exactly what I needed. you are really amazing job thanks sister

  • @user-dm4vs7bx2e
    @user-dm4vs7bx2e 5 หลายเดือนก่อน +1

    I tried adding a Value to the database and then linking the total from the invoice to the data base so i could see the value of the invoice. It failed, any idea why? =INDEX(Invoice!F28,MATCH(Invoice!F12,A:A,0))

    • @bloomfieldanalysis
      @bloomfieldanalysis  5 หลายเดือนก่อน +1

      unfortunately thats not going to work, you are indexing just one value 'Invoice F28'. When using index you are looking for something in a table (row or column) then then finding the specific value with match. If you only want the value in Invoice F28, then a single = will do that. But I dont think thats what you want. If I'm understanding you correctly, you want the total in your database column, for every invoice, not just the one selected on the invoice tab? Unfortunately, you can only see the total when you've selected the invoice number. So you can't read them all at once. The best thing to do is to calculate the total in the database, rather than in the invoice. Or, you can create apps script that runs through all the invoice numbers and adds their total to the right column. You dont want to manually copy and paste them over! I can have a think and a play, to see if theres a way to do this quickly... Am I understanding what you want tho?

    • @user-dm4vs7bx2e
      @user-dm4vs7bx2e 5 หลายเดือนก่อน +1

      @@bloomfieldanalysis Wow thank you! Yes that is exactly it. Then I could hand a list of the database to my book keeper when tax time comes if the value of the invoice is included.

    • @bloomfieldanalysis
      @bloomfieldanalysis  5 หลายเดือนก่อน +1

      @@user-dm4vs7bx2e Definitely something I was thinking of too! I can feel another video coming 😊🐝

  • @wensu6924
    @wensu6924 10 หลายเดือนก่อน

    THANK YOU SO MUCH!!!THIS IS EXACTLY WHAT I NEEDED!

    • @bloomfieldanalysis
      @bloomfieldanalysis  10 หลายเดือนก่อน

      Awww, thanks ! Glad it’s helped 😊

  • @konnielagou
    @konnielagou 10 หลายเดือนก่อน +1

    Thank you so much for your help ! This video helped me do exactly what I needed !

  • @carlchristopher2534
    @carlchristopher2534 ปีที่แล้ว +2

    Love your level explanation. Also, it looks like you may have fairly recently started your channel. So probably is why you haven't had what I would say the one necessary explanation. How should one input all that into the database in the first place? I think it should have an or multiple input forms or user forms if you will. I am much more experienced in Excel than Google Sheets. Excel the input or user input form is something that is easy to make and use. But in Google sheets, I believe it requires script?

    • @bloomfieldanalysis
      @bloomfieldanalysis  ปีที่แล้ว +1

      Hello! Yes, still pretty new :) I suppose filling in the database depends on how much data you have, and how many people are filling it in. I personally prefer to go for filling it straight in the google sheets but adding protection so people can't f**k it up! But if you want to do the forms approach I think google forms are excellent! And no apps script required! I did a video on how to create a leaderboard using google forms, its obviously not how to fill in an invoice but it shows how they both work together, how easy it is, some watch outs, I think it will be useful, if not, let me know: th-cam.com/video/PryrvvSaNkE/w-d-xo.html

  • @Bunny-sn6rr
    @Bunny-sn6rr 10 หลายเดือนก่อน

    Do you have a template where I can copy and paste and create my own?

    • @bloomfieldanalysis
      @bloomfieldanalysis  10 หลายเดือนก่อน

      Hi! You can download lots of templates on bloomfieldanalysis.com/sting :)

  • @Magnetvibes2024
    @Magnetvibes2024 25 วันที่ผ่านมา

    You wast your time unnessoary formula, we can do the whole process in just formula , we can use filter at will show the correct result

    • @bloomfieldanalysis
      @bloomfieldanalysis  23 วันที่ผ่านมา +1

      Theres always multiple ways to do things, I'm glad you found the best way for you! Filter can be a good formula to use, I do use it in some videos, I can't remember which off the top of my head tho!

  • @KaiBuskirk
    @KaiBuskirk 4 หลายเดือนก่อน +1

    wow this is super cool thank you!! (newsub) cheers, kai

    • @bloomfieldanalysis
      @bloomfieldanalysis  4 หลายเดือนก่อน

      YaY! Great, so glad uit was useful, thanks for the sub :)