User Support Forum

I'm helping a friend set up her chart of accounts. She initially wanted to beging using the accounting module in January 2008 so that's what i entered during setup. Now she would like to begin sooner. How can I change this without retarting accouting? I already have the chart of accounts and payroll set up. Any help is appreciated!

Did you put any beginning balances in when you setup the accounts?

No, i did not put any beginning balances when setting it up. (I hope that's a good thing!)

There are two options, but before either, make a backup of what you have.

Under Fund Accounting go to Delete Old Data and delete through whatever month it will let you. When you delete all accounting transactions from the system, it should then give you the option to select which month you want to start in. This will keep you chart of accounts and other setup. You might want to tell PowerChurh to start one month before you are going to really begin enter transactions. In this month enter a transaction to establish the beginning balances.

The second option is to call tech suport, they can walk you through a procedure that will reset what month you are in.

Thanks so much! I appreciate your quick reply!