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loucro46


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new client???
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I have a new client i need info for - I have only dealt with yaer ends and plastic bags.  My new client is moving to me from another bookkeeper - do I need the nominal code amounts or enter the sales and purchases since April. 
Thanks for your help

Louise

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Wendy


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Hiya Louise

It depends how you keep the books. If you use Sage or Quickbooks then you'll need a copy of the previous book-keepers back up which will already have all the nominal accounts and codes set up.

If you do them manually using a cash book then you should be fine just entering the income and expenses from when you took over and bring them up to date.

Wendy

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loucro46


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Hi Wendy

Thank for the info - previous bookkeeper use a program called farmplan useful for farmers - so there are nominal codes but in a different coding, I dont know if I should ask for the codes or just enter the invoices  April to August  from the transactions list I have been given.  Any help greatly apperciated

Thanks Louise

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Wendy


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Hi Louise

If it was me I would ask the old book-keeper for a trial balance as at the point you took over, and post this onto the system you are using. I would then start posting invoices and other transactions as normal from then on.

Wendy

-- Edited by Wendy at 15:46, 2008-10-02

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loucro46


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Hi Wendy

Thanks for the info i will contact them for the trial balance

Louisesmile.gif

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