Setting a QuickBooks start date is a maintenance step that may take time. Backup The Edge first and perform the operation while no one is using The Edge.
Before you start posting from The Edge to QuickBooks, you must set a date that signifies the earliest date when detailed records inside The Edge should post to your QuickBooks company file.
When choosing a QuickBooks Start Date, you should:
•Discuss and coordinate this date with your accountant
•Strategize starting balances with your accountant (up to this date).
•Consider a date that is a start of a month
•Consider the accuracy and completeness of the data to be posted (are you too new to The Edge)
•Understand that data converted from a former system should not be posted.
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Setting a QuickBooks start date is a maintenance step that may take time. Backup The Edge first and perform the operation while no one is using The Edge. |
1. Select Administrative ► QuickBooks ► Set Start Date. The Set QuickBooks Start Date window will appear.
2. Select a Start Date from the date picker or enter the date.
3. Select OK.