Set the opening balance for a balance sheet account

  1. Open Account Information for an account:
    1. Click the Gear icon > Chart of Accounts.
    2. Select the account and click its drop-down arrow under the Action column.
    3. Select Edit.
  2. Enter a Balance and as of date. Click for help on entering opening balances for different types of accounts:
  3. 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.