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How do I enter Conversion Balances?

By Joshua waldman

Updated 2 months ago

You can find the settings for opening balances by going to your settings > tax settings

then Edit Account Balances

  • The first thing to do is to set the conversion date
  • Next scroll through the page to locate the accounts that need their balances set. (some key ones are pictured below) 
  • Keep in mind that your balance needs to balance before this will save. There's a balance check available at the bottom of the screen where you can track this.

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