How do I enter Conversion Balances?

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.




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