How do I enter Conversion Balances?

You can find the settings for opening balances by going to your Settings > Organization

then Edit Account Balances

The first thing to do is to set the conversion date

Next, scroll through the page to locate the accounts that need their balances set. (some key ones are pictured below) 

Keep in mind that your balance needs to balance before this saves. There's a balance check available at the bottom of the screen where you can track this.

• Related Articles

• Converting Your Books from Another Accounting Platform

  Converting Your Books from Another Accounting Platform First, if you are transitioning from another accounting platform like Wave, Quickbooks, or Zoho to Sunrise, we are glad to have you on board! Secondly, this can seem like a daunting task. Our ...

• How to Manually Import Bank Transactions

  If you are having issues syncing your bank account or need to manually upload your transactions, follow these steps.  Step 1: Create A Bank Account To manually import a list of transactions from your bank, start by selecting Add new account in the ...

• Converting Your Books from Another Accounting Platform

  Converting Your Books from Another Accounting Platform First, if you are transitioning from another accounting platform like Wave, Quickbooks, or Zoho to Sunrise, we are glad to have you on board! Secondly, this can seem like a daunting task. Our ...

• Determining Your Opening Balance

  The Purpose of an Opening Balance One of the main reasons to create an opening balance in Sunrise is to transfer data into Sunrise from another accounting software. You would also want to create an opening balance if you signed up for Sunrise ...

• A Beginner's Guide to Bank Reconciliation

  A Beginner's Guide to Bank Reconciliation Bank Reconciliation  Bank reconciliation is the process to ensure that your accounting software and your bank account match (equal) on a specific transaction period (usually a month or a year). The goal of ...