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MaxDeGenova's avatar
MaxDeGenova
Qrew Member
3 years ago

Basic Check Ledger - Please Help This QB Rookie

Hi all, Could anyone point me in the right direction for information on creating and formatting a basic check ledger table (i.e. to track credits and debits to/from a checking account)? I have a...
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MarkShnier__You's avatar
MarkShnier__You
Icon for Qrew Legend rankQrew Legend
3 years ago
Hi Max,

You would just set up a table for transactions and then set up a relationship where one bank account has many transactions. He would put all your required fields on the transactions table. Then you would have a summary which would total up the sum of the transactions back up to the bank account record. That would be the running total amount in the bank account.

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Mark Shnier (YQC)
mark.shnier@gmail.com
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