Create a Journal Entry

Journal entries help track financial transactions that are not linked to specific invoices or bills. They make it easy to record adjustments, accruals, or corrections, keeping your accounts accurate. By balancing debits and credits, you ensure that your financial records stay organized.

To add a jew journal entry: 1. Navigate to the New button located in the top right corner of the screen.

1. Under the Other section, select Journal Entry.

1. If the journal entry is associated with a specific job, select the appropriate job. If not, use the Account field to categorize the entry.

2. (Optional) You can also add new items by clicking New Item.

3. Ensure that Debits and Credits are balanced.

4. Review all details and select Create Journal Entry to complete the process.

1. (Optional) After creating a new journal entry, you can select the edit icon to update information.

With your journal entry created, your financial records remain accurate and up to date.

See also

You can explore these pages to continue:

• Setting Up Recurring Transactions: Learn how to set up automated recurring journal entries (e.g., depreciation) and bills.