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Is there a way to see an accounting (credits and debits and running balance) for PP cash account only? If not, I guess I need to keep track of this like I would do as if I am handling a checking account.
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Balance Inquiry
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Go to Activity > Click Download icon to the right of search bar > See more reports > Activity Download
Select a date rate, report type and for Transaction Type, select “Balance Affecting”. Be sure to click “customize report fields”. Check off the data you want on the report ie. “Balance”, “Payment Source”, “Balance Impact”, etc. Then click “Create Report”.
Kudos & Solved are greatly appreciated. 🙂
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Go to Activity > Click Download icon to the right of search bar > See more reports > Activity Download
Select a date rate, report type and for Transaction Type, select “Balance Affecting”. Be sure to click “customize report fields”. Check off the data you want on the report ie. “Balance”, “Payment Source”, “Balance Impact”, etc. Then click “Create Report”.
Kudos & Solved are greatly appreciated. 🙂
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