Opening balances

Starting from a date instead of re-entering history.

Pick a start date — the first day of a month or of your fiscal year is easiest. Enter every invoice still unpaid on that date and every bill still owing. Everything before it stays in your old system, and your reports in Todah begin from the start date.

If your accountant wants a balance sheet that carries forward, ask them for the closing balances as at the day before your start date; those are the figures to keep with your old records.