Hello! I am trying to set up accounts for the first time. I primarily need to track stock & sales. Is the first step to start in history mode and enter opening balances for the accounts? I

Hi Melanie,
We generally give people converting over the following advice:

• Run a Trial Balance on your existing accounting software.
• Enter all your currently outstanding invoices and bills into bullet (only the ones with payment due – not the paid ones).
• Take a look at the Trial Balance on Bullet.
• Figure out the difference between the original trial balance you got from your old software and the trial balance in Bullet.
• Enter these differences as a big manual journal entry.

After the above, your trial balance on Bullet should be the same as on your old software, and you’re all ready to go.