How do you record a Credit Card payment made from your checking account in Traction?

This article demonstrates how to record a credit card payment from your checking account in Traction.

1. Click on Dashboard and select Accounting Tools

 

2.  Select your checking account in the Account Register. Then  click on the Add New button and select Add New Payment. Charge 4
3.  Fill in the details for the transaction, selecting the credit card account that you are making the payment on.  When you are finished click on the Save & Close button. Charge 5
4.  The payment will appear in both the checking account and credit card account registers. Charge 6

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