Formula(s) for checking matches between master account list and separate account list with different formatting

[nicoleb9]

Hello! I have a specific purchased account list (column B, ~ 900 accounts) and am looking to see if there are any matches between this list and a master account list of current customers (column A, ~10,000 accounts). Column A is formatted in all CAPS, while Column B is not, so an exact match formula is most likely not an option. There may also be some differences in how the account names are written between the two lists (i.e. HOUSTON HOSP vs Houston Hospital). What formula(s) can I use to get the best idea of how many accounts in column B are current customers (column A)? I understand that I will not get perfect data due to the differences in how accounts may be spelled out, but am looking for a good ballpark number.

Thank you for your help!

 

[sparky2205]

Standard lookups (VLOOKUP, INDEX MATCH) are not case sensitive.
The best place to start is a lookup with an inexact match specified.
Your data needs to be sorted alphabetically.

 

[nicoleb9]

Thank you for your reply. Can anyone recommend a formula that I can copy and paste (and make necessary adjustments to the cell #s to capture all accounts), based on the suggestion above? Thanks again!