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How to edit your opening balance
How to edit your opening balance

Your cash balance may be incorrect if you have transactions that make up your opening balance in the system.

Luke Frye avatar
Written by Luke Frye
Updated over a week ago

How to go back and edit your opening balance.

Click on Accounting on the left-hand side of the page, and you'll land on the bank reconciliation screen.

Click the 3 dots to the far right of the account you need to update, and you will be able to update your opening balance.

Note: You may need to undo or delete any prior bank reconciliation before you can update the opening balance. You can reconcile through any period eg multiple years at once if you need to.

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