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  4. Adding Additional Rows to Amalgam Resources

Adding Additional Rows to Amalgam Resources

Because Amalgam allows users to download data from systems like QuickBooks Online and then edit data, sometimes a situation comes up where we need to add more lines in between the existing records, for example to add new lines to invoices or Journal Entries.

While this is certainly possible using just the “insert row” function in Excel or Google Sheets, a few steps need to be performed to make sure the process doesn’t break any of the functionality of the Amalgam template.

The above video provides a detailed guide, summarized below. If this seems complicated – feel free to reach out to us with any questions!

Adding New Rows

To add new rows, start at column E and go all the way to the right side, right-click, and select ‘Insert’. After adding the rows, ensure that all the formulas are preserved. Copy all of the formulas to the new row and delete the data from the added rows. This ensures that you are not inputting new ID values or dates that QuickBooks needs to know, but the formulas on the right still exist.

After the new rows are added, test the data by inputting a random number and checking if the conditional formatting is working. Upload the data and you should get a successful message. Download the data again to confirm that the new rows have been added to the bottom.

Managing multiple lines of data in Amalgam can get a bit tricky as it involves understanding how the product works, especially with hidden rows and look-ups. If you’re unsure, feel free to reach out for a specific set of instructions. Remember, it is crucial to preserve the formulas on both the left and right sides of the sheet to ensure the system works correctly.

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