Solution Properties
Solution ID:
240408105847580
Last Modified Date:
Wed Feb 04 15:02:05 UTC 2026
Taxonomy Path:
Case category//How do I...//banking/reconciliation
Author:
[email protected]
Delete an opening balance
Description
Cause
Resolution
  1. Go to Sole Trader.
  2. From Transactions, select Completed.
  3. Select Change date range, then change this range to the date of your opening balance.
  4. Find the transaction description Opening balance in the first column.
  5. Check that it's the correct bank account.

    NOTE:

    You can't edit opening bank balances, but you can delete and repost them.

     
  6. From Actions, select Delete.
  7. In the pop-up window, select Confirm to delete this transaction. 
Steps to duplicate
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