Set up postings

[Debbie1]

Hiya,

So if the accounts year we use runs from Jan to Dec, but we started using the software in March, then linked up the the Bank account in May am i right in thinking all the posts prior to this can still be manually entered into the bank so that the full years posts are on the system.

Thanks

[QFSian]

Hi @Debbie1

Yes, manually entering the data would work. However there are a few other options.

1. You can enter an opening balance that would just show the balance but not any transactions. For more information on this check out the following link: Importing data from another system
2. You can also import your bank transactions, which would save manually entering them. For more information about importing transactions, please check out this link: Importing your bank statement

I hope this helps, but if you have any further questions, please don’t hesitate to ask.

[Debbie1]

ok thanks for getting back to me, there was no computerised system in place, so i shall look at the link for importing bank statement you have sent me, thanks.