Mike and Chayce,
Yes- I would like to implement the solution provided by Chayce if it is indeed simpler. The more simple, less upkeep, the better at this stage in my QB learning. Would either or both of you be willing to help implement this in to our system? I did put it in a help ticket, prior to your solution, and they responded that they could not help with it. If so, how would you like to communicate-Teams?
Also, just to clarify- I would be importing 1-2 historic entries(child) through a csv. Here is an example of how this will look: Each entry is linked to a Customer record(parent) through a field relationship
1st entry with date of 5/5/23 > 2nd entry with date of 5/5/24 (both of these through the import) > 3rd entry with date of 10/5/24 will be manually entered into the app by staff; and it continues, in theory, in sequence by manual entry.
There may be a need to add that "formula query hack" you mentioned Chayce in response to Mike's catch of the possible out of sequence addition.
Thank you again for your help and hope to hear from you soon!
