Firstly, sorry! I know there are soo many posts on upgrades, Ive been reading through many, but I am still lost. I am not an accountant (merely a small business owner trying to do my own book keeping).
So, it seems I never upgraded Manager software (for many years). Old version was 15.5.61, and now I am trying to work in current version 18.9.94
It appears that the upgrade is highlighting all my poor skills in proper record keeping in older version. I never recorded a customer in my ‘old’ sales invoices as every transaction is small and every transaction is a new customer. I never felt the need to create an individual customer for every sales transaction. It appears that this has come back to bite me. For my 1925 sales invoices, they are sitting with customer as suspense. This appears to be possibly the first problem of many that I need to work through.
Is there a way to bulk update all 1925 records so that the customer field might reflect a ‘single customer’ (almost as if each invoice is just a cash sale)? Whilst I may not carry this practice forward, I am simply trying to restore my historical data so that my account balances are all accurate.
Would the lack of customer information be the cause of my missing “Income” section when I look at my overall summary? I seem to view Assests, Liabilities, Equity and then Expenses, but my Income is not showing.
Apologies for the dumb questions. It seems easy to learn to use software but harder to understand with a 3 year upgrade jump. Thanks for any help offerred