HI there I need to adjust opening balances on bank and credit card accounts. When I initially set up program i entered the current balances of each account instead of the balance at beginning of year. So will have to adjust to get proper opening balances from the beginning of the year thanks
ADMIN RESPONSE
Feb 10, 2025
Hi Shelley, you should be able to do that right in the Chart of Accounts. Click on Setup > Chart of Accounts > Select the account > click on the Opening Balances button and then just set the beginning balance you want the account to have.
