Forum Message

Setting Up New Account with Bank Balance as of April 1st

Can you please tell me how to set up my new account with my bank balance as of the 1st of April


Posted by Shirley Hopkins on Apr 4, 2019 10:29 AM BST

Hi Shirley,

To set up your noew online account with bank balance from 1 April 2019:

  1. Download and run the online software as described here:
    https://www.solaraccounts.co.uk/download

  2. Enter your personal information to create a user account, then click
    'Set up a new business'

  3. Ensure the Financial Year Begins date is on or before 01/04/2019

  4. When the main window opens click menu Window > Accounts

  5. Double-click on "Cheque Account" and set the opening bank balance


Posted by Solar Accounts Customer Support on Apr 4, 2019 11:03 AM BST