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[Adrien Monteleone]

Patricia,

Unfortunately, there is no easy method for those.

1. Your choices are to enter the outstanding history for each, which can be done manually, each invoice/bill at a time, or by importing a CSV.
2. Creating a starting bill/invoice for each containing the respective balance forward amounts.

The advantage to #1 is seamless tracking of bills and invoices, especially with respect to aging reports.
The advantage to #2 is time saved, but at the expense of the advantages to #1.

If you have more than say, a dozen or so bills/invoices total, then I’d opt for the CSV approach as it will save you some time. Check the Documentation for the proper columns you’ll need for the file.

Otherwise, you can get lots of practice entering bills and invoices, which doesn’t hurt either. (except maybe your fingers)

I’m not familiar with employee vouchers, but I would think the basic approach would be the same.

Regards,
Adrien

> On Jun 18, 2019, at 10:18 AM, Patricia Reid <preid2340 at gmail.com> wrote:
> 
> Hello, My name is Patricia.  I have been doing a small business’ bookkeeping manually.  I have been able to set up the general ledger accounts and bring the balances forward, however, I cannot figure out how to do that with the customer’s balance forward, nor the vendor balances forward as well as the employee balances.
> 
> If someone could assist me I would greatly appreciate that
> 
> Patricia Reid