For inventory opening balances they can be imported as part of the initial import or on the day the company goes live. However this is not a desireable method because there is no way to see what the opening balance was at the start.

The best way to get the opening balance for inventory is to start by importing the inventory from a spreadsheet without the balances and then on the go live date, and before posting anything that involves inventory, import the count as an “Inventory Adjustment”

Include the following in the spreadsheet:

  • Warehouse
  • Part number
  • Count
  • Memo

The memo should reference something like “Opening Balance”

Once imported it can be reviewed and then posted.

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