Working with Word inside Excel

ryancgarrett

Board Regular
Joined
Jun 18, 2011
Messages
122
Hey guys, I've done a bit of searching and have found a lot of great info on the forum, but nothing that quite answered all of my questions. If I somehow missed a forum please direct me there.

I have a workbook I've created for my wife's floral business. As of right now, it takes care of the basic accounting/bookkeeping functions she needs. She mainly uses the workbook to store customer information, track expenses, and create quotes/invoices.

I'm trying to add her standard contract as a word document within one of the sheets, and then have it populate with the changeable information entered into her quote form (date, customer info, deposit amount, due date etc.)

I've tinkered around a bit and searched a lot about working with Word docs within Excel. What suggestions can everyone give me for this project? Am I better off having her manually change the info on her contracts?

Thanks in advance for your help.
 

Excel Facts

How to fill five years of quarters?
Type 1Q-2023 in a cell. Grab the fill handle and drag down or right. After 4Q-2023, Excel will jump to 1Q-2024. Dash can be any character.

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