How to find overdue CORGI’s - Part II

Rules of the game: How to find overdue CORGI’s - Part II, Continued from Part I

===== Export to Excel =====

Delete all unnecessary columns - leaving only the Date, Address/ P.O. Number, Memo column and the Source Name.
Delete the Sheet2 & Sheet3 (to avoid having to do this, set up Excel so that it always creates new files with a single Sheet – see: Options->General and replace the “1” with a “3” in the field: “When creating a new Sheet”).
Widen the columns as necessary

Add the following Columns: “Printed”, “TenantName” and “TenantTel”

Save as follows “CORGI for MONTH_YEAR” (i.e. CORGI for November 2006)

Copy and Paste the FileName into the SheetName: Alt+F, “a”, Ctrl+X, Escape, Double-Click on “Sheet1” and Paste (Ctrl+V)
Now you will have to sort out the information, grouping together all the properties of the same landlord together so that you can get started
Then you have to fill in the column all the telephone numbers of landlords.
You do this by going to QuickBooks->Customers, find the name, double click on it, by Phone number, highlight it, Ctrl+C (=cut) and then go back to Excel and double click on cell and press the spacebar to make a space, then Ctrl+V (paste). Do this to all cells.
If you do not have the phone number, find it out and enter it into QuickBooks and into FileMaker. Sort and Filter by Landlord, then by Date

To do this you have to highlight everything: Press Ctrl+A (=Select All) TWICE

Select: Data Menu, press Alt+D, Sort, Sort by, ENTER, Alt+R, Data->Sort->Sort by->Name (Header of the Landlord column e.g. Column J) then in the next
To do this you have to highlight everything / Ctrl A, press on Data, Sort, Sort by, Name of header of the landlord column e.g. Column J and then press okay.
Then you have to fill in the column all the telephone numbers of landlords.
You do this by going to QuickBooks, Cust, find the name, double click on it, by Phone number , highlight it, Control C / cut and then go back to excel and double click on cell and make a space, then control v / paste.
Do this to all cells.
If you do not have the phone number, find it out and enter it into QuickBooks. Date format of cells should be third one down to make it right first date, month and then year.

===== Date Column =====

Ensure that the format of the date is UK-centric (first day, month and then year: DD/MM/YY):

1. Click on the first date in the Date Column, then Hold down the Shift key and press the DOWN Arrow once.

2. Alt-O->Enter->Tab->”d”->Tab-> Enter->Ctrl+S (=Select Format->Cells->Date format (you should select the third one down of the available selections in the list).

Date format of cells should be third one down to make it right: first date, month and then year.
Sort by DATE and then press okay.
In the date column make all the cells, date cells- Format cells, date.
Then change all the dates to be the same e.g. if some dates appear as 04 and some as 2004, change all dates to 2004.
This is done as follows: Ctrl F, Replace, Find /04 and Replace /2004.
Since they have changed all the 04 s to 2004 it is evident that the month April has been changed to 2004.
Therefore to correct this: Ctrl+F Replace, Find "2004/2004", Replace "04/2004".
Now you have all the dates in order.