Beginning Balances and Other Setup Issues

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Revision as of 15:54, 30 April 2026 by Myla (talk | contribs) (Created page with "==Correcting Beginning Balances== There are two ways to correct beginning balances. If the correction is simple, click Auditor, then go to View Journal, select the Beginning Balances (usually right at the top, always dated 12/1/1994), and make your corrections. But if you need to add additional lines to the Beginning Balance transaction, it is often easier to delete the beginning balances (select it in View Journal and type Delete on your keyboard), then add new beginni...")
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Correcting Beginning Balances

There are two ways to correct beginning balances. If the correction is simple, click Auditor, then go to View Journal, select the Beginning Balances (usually right at the top, always dated 12/1/1994), and make your corrections.

But if you need to add additional lines to the Beginning Balance transaction, it is often easier to delete the beginning balances (select it in View Journal and type Delete on your keyboard), then add new beginning balances. Go to Tables / GeneralInfo, and change the NextStep column to "3". Close back out to the front end, click the NextStep "Enter Beginning Balances", and enter the new Beginning Balance transaction.

If you change the beginning balance of a bank account, you must also go to Tables / BankRecs and correct the beginning balance there.

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