Hi,
Your Crunch account is set up for you to add your trading information from the beginning of your current trading period onward. Any transactions that pre-date this won’t be added to your account.
As you’re moving over from Quickbooks you’ll need to export your details from their system and keep hold of these for your records. If you have any transactions in Quickbooks that fall into your current trading period, these will need to be backdated in your Crunch account.
The fastest way to backdate information is to add your bank account, and if your bank is supported, set up open banking - https://help.crunchfree.co.uk/s/article/Setting-up-Open-Banking-in-Crunch-Free
This will import your historical bank statements ready for reconciliation https://help.crunchfree.co.uk/s/article/How-to-reconcile-your-bank-account-in-Crunch-Zero
When you open bank reconciliation you can use the ‘Add new payment’ option to quickly create your entries.
You may also find this getting started article helpful while you’re getting to grips with your account https://help.crunchfree.co.uk/s/article/Getting-started-with-your-Crunch-Zero-account
Hope this helps and please do get in touch if you have any further questions - Alexandra
