Other questions

Hello Abachelorgirl,

In QuickBooks Desktop, we can only export the lists, but not the transactions themselves. Since you're creating a company file for the new fiscal year, you can enter the balances only for the individual customers. 

You can enter the amount in the OPENING BALANCE field when you create the customer profile. Feel free to view screenshot below.

If you have already created a customer profile (without an opening balance), you might want to ask your accountant on how to enter this.

As always, seeking professional advice from accountants would be our best option because they know what's best for you and your books.

I'l be around if you need anything else.