Before you start posting from The Edge to QuickBooks, you must set a date that signifies the earliest date when detailed records inside The Edge should post to your QuickBooks company file.
When choosing a QuickBooks start date you should:
- Discuss and coordinate this date with your accountant
- Strategize starting balances with your accountant (up to this date).
- Consider a date that is a start of a month
- Consider the accuracy and completeness of the data to be posted (are you too new to The Edge)
- Understand that data converted from a former system should not be posted.
Setting a start date is a maintenance step that may take time. Backup The Edge first and perform the operation while no one is using The Edge.
- Select Administrative > QuickBooks > Set Start Date. The Set QuickBooks Start Date screen will appear.
- Select a Start Date from the date picker or enter the date.
- Click OK.