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...
  • Steven_M's avatar
    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.