How to add projects in Core that are in-progress?

If a business begins using Core and has projects that are already in progress (ongoing), BQE has a Data Conversion Team that is dedicated to helping you transfer your existing data to Core. Check out some of the customization services offered by BQE.

You also have the option within Core to enter an 'opening balance' for a completed or ongoing project. To do so:

  1. Open the Projects screen from the main menu.
  2. In the list view, select a project and view its details.
  3. In the detail view, click Actions > Opening Balance. Enter the Balance As Of date, Services Billed, Expenses Billed, and any Payments, Discounts, and Retainers applied.
  4. Click Create to finish and the opening balance is added to the project accounts. Please note that you cannot update the opening balance that has payment associated with it.
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