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How do you do take balances or change balances that are already there?

 
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How do you do take balances or change balances that are already there?

Welcome and thanks for reaching out to the Community, @carol-trailshed-.

 

If you're referring to the opening balance in your register, you can take or change it by going to the Chart of Accounts. Here's how:

 

  1. In QuickBooks Online (QBO), go to the Accounting menu at the left pane to get to the Chart of Accounts.
  2. Locate the account, then tick the Account history or View register in the Action column. 
  3. Find and select the opening balance, then change the amount.
  4. Hit Save to complete.

 

In case you encounter issues when you reconcile an account, I suggest checking out this article for further guidance: Fix beginning balance issues during your first reconciliation in QuickBooks Online.

 

Also, here are some helpful references that you can check out about the account balance, like how to fix discrepancies:

 

 

Please let me know if you're referring to something else or if you have any other questions. I'll be here to help. Have a great day!