When I converted my company to QuickBooks desktop, I entered all my existing customers but at the time of setting them up I failed to enter their beginning balance. Now I go back into that customer and try to access that field and I cannot get to it.
How do I get back into an existing customer and populate the "beginning balance" field??
I was hoping someone with QuickBooks would have a way to get back to the field. What about exporting the customers, delete them, then import as new customers?? Thanks
You can't add a beginning balance later from the customer record.
However, note that beginning balances are just invoices. You can enter an invoice to establish the beginning balance. QB uses the Opening Balance Equity account for these transactions. When entering one manually you'll need to create an item, likely an other charge type item, that uses that account.
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