Free Lessons
Courses
Seminars
TechHelp
Fast Tips
Templates
Topic Index
Forum
ABCD
 
Home   Courses   TechHelp   Forums   Help   Contact   Merch   Join   Order   Logon  
 
Back to Access Developer Forum    Comments List
Upload Images   @Reply   Bookmark    Link   Email   Next Unseen 
Access and Excel Integration
Chris Tyson 
      
4 months ago
I've been listening to a few of Rick's videos on automating Excel and Access and see how it's fairly simple to do.  I've been using Google Drive with a huge spreadsheet that I use to populate various other spreadsheets with information (using importrange and vlookup) at work.  I've downloaded all the information into the tables in Access and have most things working now.  What I need to do now is to pull certain pieces of data from Access and put it into Excel (or visa versa) for onboarding and billing purposes.  The excel sheet is a standard AIA form (invoicing form) in the construction industry.  I need to pull in data from various tables such as Job information, other names and addresses, owner info, etc. Access and Excel need to sync so when information is updated in Access it will update in Excel.  Attached are a couple screenshots of the forms, and one of a table structure.  I know there is always a way to do this, if you're willing to put in the time and effort.  Can anyone help me figure this out?
Chris Tyson OP  @Reply  
      
4 months ago

Chris Tyson OP  @Reply  
      
4 months ago

Adam Schwanz  @Reply  
           
4 months ago
Do you have to use excel? Access should be able to handle the whole workload and would save you some work trying to keep different things synced. Unless you need the excel file format to upload them to someone or something.
Chris Tyson OP  @Reply  
      
4 months ago
I've just started looking into this, so I haven't gotten anywhere yet.  I would like to learn how to do this so I can manipulate things when stuff changes.  I've started on the Developer lessons from Richard.  Any help or suggestions as to where I may look to learn would be greatly appreciated.
Chris Tyson OP  @Reply  
      
4 months ago
Adam, I would have to say yes I need to use Excel.  As we do progress billing, so there may be 4-5 billing cycles.  The prior information carries over to the next billing spreadsheet.  I don't track the billing part in Access, just the basic job information.  I send the file as a pdf not excel.

This thread is now CLOSED. If you wish to comment, start a NEW discussion in Access Developer Forum.
 

Next Unseen

 
New Feature: Comment Live View
 
 

The following is a paid advertisement
Computer Learning Zone is not responsible for any content shown or offers made by these ads.
 

Learn
 
Access - index
Excel - index
Word - index
Windows - index
PowerPoint - index
Photoshop - index
Visual Basic - index
ASP - index
Seminars
More...
Customers
 
Login
My Account
My Courses
Lost Password
Memberships
Student Databases
Change Email
Info
 
Latest News
New Releases
User Forums
Topic Glossary
Tips & Tricks
Search The Site
Code Vault
Collapse Menus
Help
 
Customer Support
Web Site Tour
FAQs
TechHelp
Consulting Services
About
 
Background
Testimonials
Jobs
Affiliate Program
Richard Rost
Free Lessons
Mailing List
PCResale.NET
Order
 
Video Tutorials
Handbooks
Memberships
Learning Connection
Idiot's Guide to Excel
Volume Discounts
Payment Info
Shipping
Terms of Sale
Contact
 
Contact Info
Support Policy
Mailing Address
Phone Number
Fax Number
Course Survey
Email Richard
[email protected]
Blog RSS Feed    YouTube Channel

LinkedIn
Copyright 2026 by Computer Learning Zone, Amicron, and Richard Rost. All Rights Reserved. Current Time: 5/6/2026 7:40:00 AM. PLT: 1s