I still have the 30day software and am ready to change over to full time. I have added all my customers and with your help have added all my products using a quote. The last thing I need to do before transferring to full time software is add the balances brought forward for each of the customers who are due to pay invoices, These were created at my year end in Jan on my old defunct accounts package. Some customers have outstanding balances covering several months. I have tried to change this figure on the individual customer pages but have been unsuccessful. How can I do this ?
Hi Colin,
You should pick a 'conversion date' which is the date from which you will
start using Solar Accounts to keep an accurate record of your accounts.
Use your old accounting software to get a list of all the outstanding
invoices as at the conversion date, then enter those invoices into Solar
Accounts (ie. dated before the conversion date). In this way the balance
of the customers at the conversion date will match your old accounting
software.
Also, after you have entered the outstanding invoices, you should produce a
Trial Balance in your old accounting software to get a list of the balances
of each account as at the conversion date. Then in Solar Accounts set the
opening balance for that account to match the Trial Balance figure.
