Hi, is it possible to export from Sage Accounts and then import into Quick File list of Clients and Supplies with opening balances (instead of entering them manually to the Clients and Suppliers)? If so can you guide me on the process?
Hi @Iwona1
There isn’t a way of importing clients and suppliers with an opening balance I’m afraid. You can import them in bulk through through a .csv file, more about this at the link below:
Importing clients and suppliers
One workaround may be to create a generic client and supplier and have them allocated the outstanding balance?
Of course, if you need any further help, please don’t hesitate to let us know.
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