Enter Subscription Beginning Balances

If your company has subscription billing, follow the steps below to enter all open customer subscriptions:

  1. Get an Subscription Detail list report from your previous accounting system, which you wish to transfer. It should include all active subscriptions.

  2. If a subscription was partially billed in your previous accounting system, adjust the start date on the subscription detail lines to reflect the last bill date.

  3. The main subscription dates should reflect the original subscription term to ensure that renewal terms are accurate.

  4. Access the Subscription transaction from the Financial\Subscription Billing menu and start a New Subscription.

  5. Enter all active subscriptions from the Subscription Detail list report.

  6. Print a Subscription Detail report and compare it to the report from your previous accounting system.