Set the opening balance for a balance sheet account
- Open Account Information for an account:
- Click the Gear icon > Chart of Accounts.
- Select the account and click its drop-down arrow under the Action column.
- Select Edit.
- Enter a Balance and as of date. Click for help on entering opening balances for different types of accounts:
- Click Save.
Note: If you don't see Balance and as of fields, you can enter an opening balance transaction or edit the opening balance.