DESKTOP EDITION CLOUD EDITION SERVER EDITION GUIDES FORUM

Setting a new business


#1

Hi! I’m setting a new business in Manager and I don’t know how to creat the balance in the account what already have money How can I set the corret balance?


#2

I think you click on Reports, then Starting Balances under General Ledger heading, then click on the blue link. From memory the link may be a blue - sign for any account that does not have a starting balance already.


#3

If you are using the latest version, you can set starting balance for each account (e.g. bank account, customer, supplier, inventory item, fixed asset etc.) when creating it which is a lot more intuitive way.

But before you can set starting balances for any account, you need to set Start Date under Settings tab.