In order to transition from another accounting software program to PERFECT FIT, you will need to set a date for the transition.
The date must be the 1st of the month. Everything before that date needs to be entered in the previous system, and everything after that date must be entered into PERFECT FIT.
You will need a trial balance from the previous system to insert into PERFECT FIT. The trial balance date range should end on the day before the transition date.
If you are only transitioning A/R accounting from the old system into PERFECT FIT, you will need to insert a journal entry into the old system prior to the transition to account for the difference.
Inserted 5/24/2021 by SH