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Dec 10, 2022 8:04 PM UTC
Question

I want to have a start date in quickbook. I only started end of September butbhave full year visable, its too much

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1 reply

Adrian_A
Dec 10, 2022 10:13 PM UTC

Hi there,

 

 

If you’re new to QuickBooks Online, you might have customers or suppliers with open balances. Opening balances are when you're connecting a bank or credit card to QuickBooks Online. They help ensure that QuickBooks matches your bank records exactly from the date you started with QuickBooks. 

 

To avoid entering the transactions manually, you can connect your bank account to your QuickBooks account. If you opt to enter them manually, you can use the import feature.

 

Once done, you can now categorize those transactions and reconcile your accounts.

 

Tag me if there's anything else I can help you with. I'm always ready to back you up.