Showing results for 
Search instead for 
Did you mean: 
Level 1

How do I record my beginning balance?

I followed the steps online but it isn't showing properly when I try to reconcile.

1 Comment
Level 15

How do I record my beginning balance?

Ignore the Beginning Balance in the Reconciliation Screen. This is the First Starting point, and the entries you have made are not yet Marked as cleared. For instance, I see it starts at 0, but I know I made the deposit that is my Bank amount in the transition to QB. I will Checkmark that entry as cleared in the Next Screen, so ignore the beginning balance, this first time, and just start working. You should still get to a difference of 0, bottom right, and now you are on track.

Need to get in touch?

Contact us