{"id":39745,"date":"2025-08-18T08:56:29","date_gmt":"2025-08-18T08:56:29","guid":{"rendered":"https:\/\/docs.daftra.com\/faq\/%d9%87%d9%84-%d9%8a%d9%85%d9%83%d9%86-%d8%a5%d8%af%d8%ae%d8%a7%d9%84-%d8%a7%d9%84%d8%a3%d8%b1%d8%b5%d8%af%d8%a9-%d8%a7%d9%84%d8%a7%d9%81%d8%aa%d8%aa%d8%a7%d8%ad%d9%8a%d8%a9-%d9%81%d9%8a-%d9%85%d9%84-2\/"},"modified":"2025-10-12T07:54:52","modified_gmt":"2025-10-12T07:54:52","slug":"can-opening-balances-be-entered-in-customer-records","status":"publish","type":"faq","link":"https:\/\/docs.daftra.com\/en\/faq\/can-opening-balances-be-entered-in-customer-records\/","title":{"rendered":"Can Opening Balances Be Entered in Client Records?"},"content":{"rendered":"<p dir=\"ltr\" data-start=\"60\" data-end=\"193\">Yes, since clients are considered multiple sub-accounts, you can enter the opening balances directly from each customer\u2019s record.<\/p>\n<p dir=\"ltr\" data-start=\"195\" data-end=\"402\" data-is-last-node=\"\" data-is-only-node=\"\">Go to the <strong data-start=\"205\" data-end=\"227\">client\u2019s profile<\/strong>, then add an <strong data-start=\"241\" data-end=\"260\">opening balance<\/strong>.<br data-start=\"261\" data-end=\"264\" \/>The system will automatically create the following journal entry:<br data-start=\"329\" data-end=\"332\" \/><strong data-start=\"332\" data-end=\"341\">From:<\/strong> Client Account (Asset)<br data-start=\"367\" data-end=\"370\" \/><strong data-start=\"370\" data-end=\"377\">To:<\/strong> Opening Balances Account<\/p>\n","protected":false},"author":29,"template":"","categories":[2116],"tags":[],"class_list":["post-39745","faq","type-faq","status-publish","hentry","category-journal-entries"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Can Opening Balances Be Entered in Client Records? - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/faq\/can-opening-balances-be-entered-in-customer-records\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Can Opening Balances Be Entered in Client Records? - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"Yes, since clients are considered multiple sub-accounts, you can enter the opening balances directly from each customer\u2019s record. Go to the client\u2019s profile, then add an opening balance.The system will automatically create the following journal entry:From: Client Account (Asset)To: Opening Balances Account\" \/>\n<meta property=\"og:url\" content=\"https:\/\/docs.daftra.com\/en\/faq\/can-opening-balances-be-entered-in-customer-records\/\" \/>\n<meta property=\"og:site_name\" content=\"Daftra Knowledge Base\" \/>\n<meta property=\"article:modified_time\" content=\"2025-10-12T07:54:52+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebSite\",\"@id\":\"https:\/\/docs.daftra.com\/#website\",\"url\":\"https:\/\/docs.daftra.com\/\",\"name\":\"Daftra Knowledge Base\",\"description\":\"Daftra\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/docs.daftra.com\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/docs.daftra.com\/en\/faq\/can-opening-balances-be-entered-in-customer-records\/#webpage\",\"url\":\"https:\/\/docs.daftra.com\/en\/faq\/can-opening-balances-be-entered-in-customer-records\/\",\"name\":\"Can Opening Balances Be Entered in Client Records? - Daftra Knowledge Base\",\"isPartOf\":{\"@id\":\"https:\/\/docs.daftra.com\/#website\"},\"datePublished\":\"2025-08-18T08:56:29+00:00\",\"dateModified\":\"2025-10-12T07:54:52+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/docs.daftra.com\/en\/faq\/can-opening-balances-be-entered-in-customer-records\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/docs.daftra.com\/en\/faq\/can-opening-balances-be-entered-in-customer-records\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/docs.daftra.com\/en\/faq\/can-opening-balances-be-entered-in-customer-records\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/docs.daftra.com\/en\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Can Opening Balances Be Entered in Client Records?\"}]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Can Opening Balances Be Entered in Client Records? - Daftra Knowledge Base","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/docs.daftra.com\/en\/faq\/can-opening-balances-be-entered-in-customer-records\/","og_locale":"en_US","og_type":"article","og_title":"Can Opening Balances Be Entered in Client Records? - Daftra Knowledge Base","og_description":"Yes, since clients are considered multiple sub-accounts, you can enter the opening balances directly from each customer\u2019s record. Go to the client\u2019s profile, then add an opening balance.The system will automatically create the following journal entry:From: Client Account (Asset)To: Opening Balances Account","og_url":"https:\/\/docs.daftra.com\/en\/faq\/can-opening-balances-be-entered-in-customer-records\/","og_site_name":"Daftra Knowledge Base","article_modified_time":"2025-10-12T07:54:52+00:00","twitter_card":"summary_large_image","schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebSite","@id":"https:\/\/docs.daftra.com\/#website","url":"https:\/\/docs.daftra.com\/","name":"Daftra Knowledge Base","description":"Daftra","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/docs.daftra.com\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/docs.daftra.com\/en\/faq\/can-opening-balances-be-entered-in-customer-records\/#webpage","url":"https:\/\/docs.daftra.com\/en\/faq\/can-opening-balances-be-entered-in-customer-records\/","name":"Can Opening Balances Be Entered in Client Records? - Daftra Knowledge Base","isPartOf":{"@id":"https:\/\/docs.daftra.com\/#website"},"datePublished":"2025-08-18T08:56:29+00:00","dateModified":"2025-10-12T07:54:52+00:00","breadcrumb":{"@id":"https:\/\/docs.daftra.com\/en\/faq\/can-opening-balances-be-entered-in-customer-records\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/docs.daftra.com\/en\/faq\/can-opening-balances-be-entered-in-customer-records\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/docs.daftra.com\/en\/faq\/can-opening-balances-be-entered-in-customer-records\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/docs.daftra.com\/en\/"},{"@type":"ListItem","position":2,"name":"Can Opening Balances Be Entered in Client Records?"}]}]}},"_links":{"self":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/faq\/39745","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/faq"}],"about":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/types\/faq"}],"author":[{"embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/users\/29"}],"version-history":[{"count":2,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/faq\/39745\/revisions"}],"predecessor-version":[{"id":39748,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/faq\/39745\/revisions\/39748"}],"wp:attachment":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/media?parent=39745"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/categories?post=39745"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/tags?post=39745"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}