User Support Forum

Thanks! So when you copy does that transfer the balances as well?

At this time I have everything under one Fund, which causes an issue when trying to transfer money. I would like to move our savings account to a new fund and other designated accounts. What is the best way to do this? Do I need to start the set-up over? How do I get the balances correct when movin...

At this time I have everything under one Fund, which causes an issue when trying to transfer money. I would like to move our savings account to a new fund and other designated accounts. What is the best way to do this? Do I need to start the set-up over? How do I get the balances correct when moving...

Yes. Thank you. I am aware you need to back-up the data.
Thank you,
Jennifer

We would like to delete old data and begin our new year. What is the proper beginning balance transaction to use? We have one fund which is our checking account. What do I debit and credit? Also we use restricted accounts that are included in our checking account balance. How do I enter a beginning ...

Somehow the software let me reconcile a check in February that wasn't cleared that month. The check was cleared in March, so now I can't balance because I'm off that check amount. It is a payroll check, so the amounts are the same each month.

Any suggestions?