I am taking over the bookkeeping for a small non-profit business and was given beginning balance for 10/1/25, transactions to add and receipts to add. When setting up the account, Simplifi Personal & Business, I connected the checking account, which imported transactions back to January 2024. Since our year started 6 months ago, how can I catch up using the balance I should have added to start keeping books on Quicken? The past bookkeeper handed me a binder of printouts, receipts and the balance.
How can I set this up correctly, so the next person doesn't have such a hard transition? I have only trained in the other company's software, so I am a bit lost. I would like to be able to get this program set up, because it does provide significantly more transparency than the organization has become accustom. Should I be looking at Quicken Classic instead?
