PSA Getting Started - Basic Setup: Enter beginning balances

Enter beginning balances

To enter beginning balances go to Process → Other Processes → Beginning Balance

You will then see the entry screen. You cannot enter beginning balances for revenue or expense accounts, that activity will have to be entered as a journal entry.  For more information see this article: Considerations for converting balances and/or summary activity

You can print a report of your beginning balances by going to Reports → Accounts → Beginning Balance

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Getting Started Basic Setup


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