[Closed] What's the Best Way to Enter Older or Prior Year transactions?

What's the Best Way to Enter Older or Prior Year transactions?

If you want to bring in a large number of historic transactions then the best way to do this is by using the Import Transactions feature (Receipts & Payments menu). You can check out this Help page tutorial to guide you through the process. 

Before you start, there are a few Setup steps you will need to complete:

• Ensure your Financial Year-End is set to the prior year(s) or older (Setup>Organisation). This will prevent transaction age-locking.
• Create all required Accounts and ensure the opening balance dates and amounts are before the earliest transaction date. Note that you may need to adjust existing Account opening balances (Setup>Manage Accounts>Edit)
• Setup your Cost Code structure - make sure all Parent Codes and Cost Codes exist
• Create all historic Events. NB. most organisations create separate Events for each financial year and add a year descriptor to the title (eg. "Seniors Tour 2022")

Now, when you run the import you will be able to update the Draft Imported Rows to reflect the above data during the last stage of the Import process.