Cutover checkpoint date

The account-level date where historical statement evidence is tied to the opening position of Solo-managed books.

In Solo Superstars

Where it is used: During a cutover, reconciliation can preserve a full crossing statement while establishing the balance at the Books start boundary.

Example

A December 7–January 6 card statement can establish a December 31 checkpoint for books beginning January 1.

Codes shown are the defaults a new workspace starts with. Yours may be renamed or renumbered — check Accounting › Chart of accounts. See the full default chart.

Also called

  • conversion checkpoint date
  • cutover balance date

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