Is your beginning balance off on your bank or credit card account?

You can add or adjust your beginning balance in a few different ways. 😊

I recommend starting with – where did the money came from? The owner or shareholder? Are you not sure?

Learn how to add/adjust the beginning balance in a bank account or credit card inside QuickBooks… 🙌

Looking for the online version? Click here:

Creating  New Balance

  • Go up to “Lists”
  • “Chart of Accounts”
  • Go down to “Account’
  • “New”
  • Choose “Bank”
  • Click “Continue”
  • “Account Name”
  • “Enter Opening Balance” > goes to equity account
  • Click “Save & Close”


Editing Existing Balance

  • Right click on the existing bank account
  • “Edit Account”
  • “Change Opening Balance…”


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Have you been using QuickBooks for a while, but when you pull a report you just don’t understand what it’s saying?

Does the idea of going to see your tax professional sound a little stressful and maybe cause you to feel like you want to pull your hair out?

I would love for you to join me on my customizing QuickBooks workshop.

I’ll be sharing:

  • The most efficient way to track your Income and Expenses.
  • How to create accurate reports in order to view how your business is actually doing and stop second-guessing yourself.
  • Where to get the data you need to make the best decisions to grow your business.

And the #1 SECRET to feeling Confident at your next tax appointment.

I’m excited to see you on the workshop!

Click here to save your seat  →  Join My Free Workshop!


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Were you able to get your opening balance changed? We’d love to hear – please comment below. 👇