I'm here to help you set up an opening balance to your account, Mariella Stankov-Purdie.
Generally, QuickBooks Online will automatically create a beginning balance based on the first invoice you've entered. For customers who have no invoices yet, you can open their profile and set up the amount from there. Here's how:
- Go to Sales, then choose Customers.
- Double-click the name of each customer.
- Go to the Payments and Billing which is between the Tax info and Attachments tabs, then enter Opening Balance and as of date.
- Tap Save.
You can check out this article for more details: How to enter outstanding balances for customers and suppliers.
Additionally, I've included this article that'll help you how to process a payment if the invoice was paid: Record invoice payments in QuickBooks Online.
Please visit us again if you'll need either assistance in setting up your account. I'm always here to back you up.
