Pivot Tables for invoices?

jsp33

New Member
Joined
Aug 31, 2018
Messages
10
Office Version
  1. 365
Platform
  1. Windows
I need to run invoices for membership dues. The data was in an old Access database, then was moved to QuickBooks. I can export all the customer information to excel, but I'm not sure how to create a pivot table that would allow me to put the data in a format that looks like an invoice (I need to do this because QuickBooks doesn't have the ability to format an invoice in the way that the client wants). The way this works is that there are many organizations, and each organization can have many members. So I need to create an invoice that shows each organization, lists the members, and then has space to update/change the member information. I suspect that long term I will need to move this back to an Access database, but I'm thinking that there must be a way to do this with a pivot table. It's been years since I've used pivot tables and I even when I did use them, I wasn't that good at it! Any help would be appreciated, links to good tutorials, anything!
 

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