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masafina_kz
Level 1

Bank Opening Balance

Hi, previously I have not insert the opening bank balance. How can I insert the opening bank balance if I have uploaded all the bank statements im CSV format?

1 Comment 1
SarahannC
Moderator

Bank Opening Balance

I hope your day is good, masafina_kz.

 

Once you've uploaded the transactions in QuickBooks, there will be no option to edit the opening balance in your account. Though, you can enter the beginning balance using a Journal Entry to offset the balance equity. Then, reconcile the opening balance transaction in the Chart of Accounts. 

 

I've provided an article where you can follow the detailed steps on how you can do this process.

 

Also, you can reach to your accountant to help you further with this. They might also share another way to help you get this sorted out.

 

I'm always here in case you need more help with your QuickBooks transactions.