Forum Discussion

aaromat's avatar
aaromat
Experienced User
5 years ago

Enter historical transactions prior to conversion date

HI there I have opened a new company in MYOB with a start date of 1 July 2020 but need to enter opening balances and historical transactions for debtors and creditors that relate to the prior financ...
Purchases
Sales
  • Steven_M's avatar
    Steven_M
    5 years ago

    Hi aaromat 

     

    Historical invoices and purchases (outstanding sales or purchases prior to the conversation date) can be entered in via Setup>>Balances>>Customer Balances or Supplier Balances. This method will allow for the creation of pre-conversion sales/purchases and will appear in the Recieve Payments/Pay Bills window ready for payment but will not impact the accounts.

     

    Our Help Articles: Entering customer opening balances and historical sales &  Entering supplier opening balances and historical purchases have more information on that process.

     

    Do let us know how you get on and if you require further assistance.

aaromat's avatar
aaromat
Experienced User
5 years ago

I forgot to mention - there are only 8 entries that need to be processed and I have done two payrolls and entered July creditors / debtors in so re-processing is not really an option.

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