MaxDeGenova
3 years agoQrew Member
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 parent table "Clients" with many children tables. Each Client has one checking account with many transactions, so I want to create an "Account Transactions" child table. The issue is that I'm relatively new to QuickBase and have never set-up a table that uses formulas in such a way that an account balance can be tracked across records with the same parent.
I'd like to be able to run a report for a given Client and see a classic-style check ledger with payee/payor, description, amount, confirmation #, date, balance, etc.
Any pointers would be an immense help.
Thanks,
Max
------------------------------
Max DeGenova
------------------------------
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 parent table "Clients" with many children tables. Each Client has one checking account with many transactions, so I want to create an "Account Transactions" child table. The issue is that I'm relatively new to QuickBase and have never set-up a table that uses formulas in such a way that an account balance can be tracked across records with the same parent.
I'd like to be able to run a report for a given Client and see a classic-style check ledger with payee/payor, description, amount, confirmation #, date, balance, etc.
Any pointers would be an immense help.
Thanks,
Max
------------------------------
Max DeGenova
------------------------------