Hi all, I’m looking to put in an opening balance for a client. Can’t seem to find the button to do that although it’s probably right in front of me.
Hi all, I’m looking to put in an opening balance for a client. Can’t seem to find the button to do that although it’s probably right in front of me.
1) Just create a 'paid' invoice for the client and call it opening balance.
2) Use journal entries.
If your not familiar with journal entries. The stick with 1).
That help?
Peter Connor
You find Journal Entries in the top nav. Under 'Accounting & Reports'.
Tks P