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Enter an opening balance for an account in use

To do this task

  1. Go to the Lists menu and click Chart of Accounts. Shortcut

  2. Double-click the account.

  3. Click in the blank entry at the end of the register.

  4. Change today's date to your QuickBooks start date.

  5. Leave the Number and Payee fields blank.

  6. Enter the opening balance amount.

    • For bank accounts, enter the amount in the Deposit column.

    • For asset, liability or equity accounts, enter the amount in the Increase column.

    • For credit card accounts, enter the amount in the Charge column.

  7. Click the Account field, and choose Opening Bal Equity from the drop-down list.

    Note: If you have not entered an opening balance for any of your accounts, you must create an Opening Bal Equity account.

  8. Click Record.

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