Record your financial details such as your financial year end and the start date for transactions.

1. Go to Settings
2. Select Business settings
3. Financial Settings
4. And then enter a:

• Year-End Date: The last day of your financial year. For example, if your financial year runs from January to December, enter December 31.
• Year-End Lockdown: If you don’t want anyone to enter transactions on or before a certain date, enter it here. For example, the last day of your previous financial year.
• Accounts Start Date: Enter the date you will start using Accounting. For example, if you stopped using your previous accounting system on September 30, enter October 1.

NOTE: Any opening balances must be dated before this date. 

EXAMPLE: If you enter October 1, opening Balances must be dated of September 30 or earlier. Once you start entering transactions, they will be dated October 1 or later.