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There does not seem to be any info on how to input my bank account opening balance on QB Self Employed..
Following QB Online instructions does not work as under Settings, there is no tab called Chart of Accounts. Can anyone advise please how to input this critical info?
Hi 9130 3536 2047 8936,
Thanks for posting in the Community! At the moment, Chart of Accounts and creating a journal entry for bank opening balance is not available in QuickBooks Self-Employed.
In QuickBooks Self-Employed, you don't need to enter the beginning balance of your bank. You can automatically import the transactions into your account, then the balance will auto-updated. If your online banking is connected to QuickBooks Self-Employed and would like to import older transactions, you can follow these steps.
For more detailed information, you can check on this article: Add older transactions to QuickBooks Self-Employed.
Once done, you can review and categorise what you've imported by going to Transactions tab.
Feel free to drop a comment below if you need further assistance. I'll be around to help.
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