DESKTOP EDITION CLOUD EDITION SERVER EDITION GUIDES FORUM

Opening balances from other accounting software


#1

I am migrating my accounts to Manager. There used to be an option for opening balances. I can’t find it now. Should opening balances be done by journal entry now?


#2

There has been a small change.

  1. Go to Settings tab, then Start date and set the date as of which you are starting on Manager (this will be your opening balances date.
  2. Then go to Reports tab and click Opening balances report. This will allow you to set opening balances for all accounts (including subsidiary accounts if applicable), see: http://www.manager.io/guides/miscellaneous/setting-up-opening-balances/

#3

Great. Thanks for that.