Add Opening Balances
Opening Balances are needed to start calculating the current FY Balance Sheet. They could be either 0 (clean slate) or Closing balances of previous FY. Users who wish to use Nota Balance Sheet for their current Financial Year can add opening balances values from their balance sheet ledger accounts (maintained outside of Nota e.g QuickBooks) against the respective categories created under appropriate Nota Balance Sheet category headers, by clicking “Add Opening Balances” link from their Chart of Accounts page.
Please reach out to Customer Success at 1-800-724-1313 option 2 or at support@trustnota.com for assistance with this feature.
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References to “IOLTA” or “Interest on Lawyers Trust Account” shall be interpreted to include “IOLA,” or “Interest on Lawyer Account,” and “IOTA,” or “Interest on Trust Account,” as applicable in a particular state.
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