Setting up new account

I’m setting up a Quickfile account for my Brownies. I have imported the bank statement for as far back as it will allow me (March), and am entering Jan/Feb manually. How do I get the opening cash/bank balances from 1st Jan on?

Hello @Brownowl

You can enter an opening bank balance by viewing the account and selecting Options > Settings and ticking the box highlighted in the example below.

You can then enter the balance and date (click update details once complete)

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