Entry of Historical Transactions

1

Hi ,

I am trying to enter historical transactions, for Stock/Purchase/Sales/Payment, from 2015.

May I know what is the proper way to enter past transactions and what we should do or setup in ERPNext to do this.

Thanks in advance.

Thanks

Jeff

2

You may find the following link helpful

3

Hi Jeff
In my experience, please try to avoid migrating historic transactional data rather than that add Opening Balances as on a Cut-off date. Refer to the link provided by Pawan

4

Hi Pawan & Manan Shah,

Thank you both for the advice.

We will have a discussion and see what we should do.

Thanks,

Jeff