Hi @JTee
I assume that although you’re new to using QuickFile, you have previously been trading with accounting software set up elsewhere (whether this is paper based, excel or another piece of software)?
The first thing to be sure of is all your balances are correct. You can use our little start up tool to help you ensure everything is correct (check it out here).
If you’ve issued an invoice, or received an invoice elsewhere, I’d recommend taking a look at this previous topic which would be for a similar situation:
http://community.quickfile.co.uk/t/where-to-assign-payments-for-invoices-from-previous-system/6486
The key thing is, to make sure all your balances are correct (e.g. don’t count things twice).
Hope that helps!