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Left-side lookup

Look Up Columns on the Left Side of the Match Column

Priya, a finance specialist, matches invoices to a bank export where the payment status sits to the left of Invoice No.

Problem

Priya needs to reconcile open invoices before month-end. Her accounting export uses Invoice No as the key, but in the bank report the fields she needs include Payment Status, which appears before the Invoice No column. A traditional VLOOKUP would require rearranging columns first; SheetMatch can bring columns from either side.

Demo Files

Main file: Invoices

Invoice NoCustomerInvoice AmountDue Date
INV-1008Acme Supply$6002026-05-15
INV-1011Bright Labs$4202026-05-18
INV-1014Northstar Co$9802026-05-20

Lookup file: Bank Payments

Payment StatusPayment MethodInvoice NoPayment DatePaid Amount
PaidBank transferINV-10082026-05-10$600
PaidCredit cardINV-10142026-05-19$980
UnappliedBank transferINV-10202026-05-21$150

Recommended Options

  • Trim extra spaces for invoice numbers copied from accounting exports.
  • Use first match if each invoice should have only one payment record.

Result Preview

Result preview

Invoice NoCustomerInvoice AmountDue DatePayment StatusPayment MethodPayment DatePaid Amount
INV-1008Acme Supply$6002026-05-15PaidBank transfer2026-05-10$600
INV-1011Bright Labs$4202026-05-18No matchNo matchNo matchNo match
INV-1014Northstar Co$9802026-05-20PaidCredit card2026-05-19$980

What This Shows

  • SheetMatch works more like XLOOKUP here: the return columns can be left or right of the match column.
  • Priya can spot unpaid invoices from blank payment fields without rearranging the bank export.

Related searches

match payments to invoices excelreconcile invoices spreadsheetvlookup invoice number

Try the same setup in SheetMatch

Upload your main file and lookup file, choose the matching columns shown above, then select the columns you want to bring into the result.

Open SheetMatch