Answers to the setup and migration questions our support team hears most often. For other topics, browse the rest of the Troubleshooting section, or see Getting Help.

I imported from MyPTEZ and my balances don’t match. What happened?

The most common causes are historical transactions from before your intended start date coming along with the import, and imported transactions still sitting in the Needs Review queue — they don’t affect your books until you accept them. If an import went wrong, you don’t have to fix it by hand: the MyPTEZ migration can be re-run on a fresh organization, and file imports can be undone from Actions > Import History. See Data Import & Export.

Do I have to import my old transaction history?

No. You only need history from the start of your current fiscal year — most organizations start there with an opening balance and go forward. Importing prior years is welcome but entirely optional. See Getting Started.

How do I set my opening balance when checks from last year haven’t cleared?

Enter the bank’s balance as of your start date as the opening balance, then record each outstanding check as its own transaction dated on or before your start date. When those checks clear, your first reconciliation ties them out. The full walkthrough is in Getting Started, and the background is in Book Balance vs. Bank Balance.

I entered the wrong opening balance. Can I change it?

Not directly — but you can delete the opening balance entry from the account’s transaction list and enter a new one. If your bank account is connected, BeeKeeper suggests an opening balance computed from the bank’s reported balance.

BeeKeeper says my email is already registered.

FutureFund products share one sign-in. If you already have a FutureFund, Connect, or HelpOut account, sign in with those same credentials — you don’t need (and can’t create) a separate BeeKeeper login for the same email.