User Support Forum

Hi,
So we switched over from Simply Accounting, and I had printed out my outstanding checks from SAGE to put into the setup assistant. However, Simply Accounting didn't show the payroll checks, and now I have completed the setup (though I haven't posted any transactions/payroll) and I have just noticed that I have other outstanding checks I should have included in the setup assistant/book balance.

I did make backups, but I'm not sure how far to back up without erasing all the work I did on the chart of accounts.

Any help would be very much appreciated.

Laura

laura.livinghope wrote:Hi,
So we switched over from Simply Accounting, and I had printed out my outstanding checks from SAGE to put into the setup assistant. However, Simply Accounting didn't show the payroll checks, and now I have completed the setup (though I haven't posted any transactions/payroll) and I have just noticed that I have other outstanding checks I should have included in the setup assistant/book balance.

I did make backups, but I'm not sure how far to back up without erasing all the work I did on the chart of accounts.

Any help would be very much appreciated.

Laura

A few questions:
1. Are these checks written in 2019?
2. If so, would the payroll checks need to show up on the W-2 ?