RELENTIFY

How to Import Opening Balances

Set up your starting account balances when migrating from another system.

What this does

Imports account opening balances from a CSV file, setting up your chart of accounts so your P&L and balance sheet start from the correct position.

When to use it

Use this once, when you first set up Relentify after migrating from another accounting system or spreadsheet.

Step by step

  1. Go to Settings → Opening Balances
  2. Download the CSV template
  3. Fill in each account code and its opening balance (positive for debit, negative for credit)
  4. Upload the completed CSV
  5. Review the preview — check that total debits equal total credits
  6. Click Import

Related guides

How to Run a Trial BalanceHow to Create a Journal EntryHow to Create an InvoiceHow to Record an Invoice PaymentHow to Send an Invoice by EmailHow to Create a Quote