Originally Posted by mx315
I created a Spreadsheet that looks like the example Charles posted. I exported my customer list from Quickbooks and put all of those in a drop down button. I have do more work on the final sheet, I'm trying to fiqure out how to save the sheet for each property without overwritting the previous. Best solution so far is to create a new folder for each month and save the customer sheet to the current month. At least I won't be covered in paper logs doing it this way. If anyone wants a copy shoot me a PM with your email and I'll send it over or I can help with the drop down tabs if you want to build it yourself.
What program are u using for the spreadsheet. Did u use the export feature in Q book to transfer customers.