[GNC] Can I add a customer and/or vendor to a previously entered transaction?

[Adrien Monteleone]

If you don't want to enter the entire actual Bill/Invoice/Payment 
history for a Customer/Vendor, then simply enter a Bill/Invoice as 
needed for any remaining/current amount as of the start date of your 
book with a line item description such as 'balance forward'. (and maybe 
a reference note on where to find the details)

Then the March 2021 and later payments would apply to this 'balance 
forward' Bill/Invoice using the regular AR/AP/Income accounts and more 
importantly, be part of the Customer/Vendor reports, which are GnuCash's 
version of an Account Statement.

Manual transactions never hit that report, which may be problematic 
if/when you use them.

Regards,
Adrien

On 12/12/21 2:01 PM, Dr. David Kirkby wrote:
> On Sun, 12 Dec 2021 at 19:17, R. Victor Klassen <rvklassen at gmail.com> wrote:
> 
>> Normally the first transaction you would enter would be the payment, and
>> then the refund later.
>>
> 
> Unfortunately the  payment was made in the last month of our previous
> financial year, which ended 28th February 2021.  I am only intending to put
> into GnuCash this financial year's transactions. which started 1st March
> 2021. Records of earlier transactions will remain in spreadsheets, as it
> would be too time-consuming to enter everything into GnuCash. As such, I
> don't have a payment to associate this with.
> 
> I could not think of anything better than just putting this as
> 
> Income -> Other income.
> 
> If you have any better suggestions, feel free to make them.
> 
> Dave