Clean It Up

UK Window Cleaning Forum => Window Cleaning Forum => Topic started by: Erithwc on May 31, 2011, 06:48:09 pm

Title: question for the people that use excel for account and customer files
Post by: Erithwc on May 31, 2011, 06:48:09 pm

Hi

Im not sure what to do have all my customer info and accounts saved all under one file with different spreadsheets for each or is it best to save the customer files under one file then have seperate files for each month of my accounts ???

Im just not sure if having every thing under one file name is a good idea just incase the file becomes corrupt   :)
 

Title: Re: question for the people that use excel for account and customer files
Post by: H S and Son on May 31, 2011, 07:01:37 pm

Duplicate it and make a second copy if you feel that way.

Title: Re: question for the people that use excel for account and customer files
Post by: Tom White on May 31, 2011, 07:07:44 pm

Matt's right.  And you could also e-mail the file to yourself, weekly, so if everything goes 'breasts up', you've got your spreadsheet as an attachment which you can open on your new computer through your e-mail.

Personally though, I list my daily takings, keep all my receipts, and then do a 'two day a year sit down job' and sort all my books out then.