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table linking

Last post 07-09-2009 9:37 AM by Anonymous. 1 replies.
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  • 07-07-2009 4:04 PM

    • pholcer
    • Top 50 Contributor
    • Joined on 06-08-2009
    • Northern Utah
    • Posts 139

    table linking

    any way of linking a new table (not in QB) to an existing table? I want to show non-QB data related by customer under the customer list tab as an additional section at the end. Also want this to pull under each customer's portal.

     

    Thanks for any help!!

     

    Phillip Holcer

    help@myanchorsolutions.com
    www.myanchorsolutions.com
    Anchor Tax Plus LLC
    PO Box 266 Tremonton, UT 84337
    (435) 553-4TAX

  • 07-09-2009 9:37 AM In reply to

    Re: table linking

     Hi Phillip,

    You would need to create some sort of relationship between the 2 tables. So an option for you would be to add a dropdown in the new table referencing a field on the existing table.  Once this has been done then you can add linked fields since the relationship has been created. To help you further, since you are a Solutions Provider take a look at the recorded webinar on Tables and Fields, Danny touched on this topic. Hope this helps.

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