Easy Steps To Change Opening Balance In Sage 50
As sage is considered as very effective and efficient, its users are growing by the hour. It has become one of the most preferred and used accounting software. With the growing number of users, need for proper instructions regarding the how to use the software has risen. So if you are one of those Sage virgins and want to know how to transfer/change the opening balance, then you have come to the right place. We have procured some instructions from the experts at Sage Support to facilitate you. Just follow the steps given below carefully and you are good to go.
Instructions
- First navigate to Settings; then Account Settings and later choose financial settings.
- After this step select Opening Balances. Now enter the date for opening balances; select Next.
- You can edit or add the balances here and after doing so select NEXT.
- To record outstanding amount; go to Customer invoices, then Record sales invoice.
- Now complete the information asked as save it. Do it for every outstanding entry.
- When you are done with the above process, select SAVE to save all the changes.
- To edit the bank opening balance, repeat first two steps and then, edit the amount for the relevant bank account.
- However, if you wish to delete the balance then again follow first two steps and then; select DELETE X button and later click on Next.
- You will have to give a valid reason and after that simply save the changes and you are done with the process.
These steps were made easy keeping your comfort as our priority. Even if then, you find this process as tedious then you can reach out to the experts at Sage Technical Support Canada Toll-Free Number 1-855-687-3777 for more comprehensive and facile procedure.
