Forum Discussion

danielle2414's avatar
9 months ago

historical bill

Hi,

 

I am unable to select an account. What am I doing wrong?

 

Screen Shot 2023-08-10 at 1.40.47 PM.png

1 Reply

Replies have been turned off for this discussion
  • Earl_HD's avatar
    Earl_HD
    MYOB Moderator

    Hi danielle2414

    Thank you so much for your post and welcome to the Community Forum! Sorry to hear if you were not able to select an account this is actually Because historical transactions were created before you started using MYOB, their value won't have been included in the opening balances of your trade creditors or trade debtors accounts (the accounts which track the money you and your customers owe). This means when you enter a historical transaction, you'll also need to update the opening balances of these accounts to include the value of the historical transactions.

    When you enter a historical transaction, you'll see a prompt that reminds you to include the transaction amount in your account opening balances.

    Please see this help article that has detailed information about: Entering historical sales and purchases and Enter account opening balances

    Please do let me know how you go on this.
    Regards,
    Earl