Make a General Journal Entry
Make a General Journal entry:
- Open the General Journal window.
How?- In the Home window, on the Tools menu, choose For My Accountant, and then General Journal.
- In the Source box, enter the source of the transaction, such as an invoice number. Enter a date.
- If required, type a comment explaining the transaction.
- Select the accounts which you would like to change and enter the appropriate amounts. For example, to pay a bank loan, you would select the bank account and enter the amount as a credit, and then select the Bank Loan account and enter the amount as a debit.
- If desired, enter a comment for each line of the transaction.
- To verify the details of the transaction, on the Report menu, choose Display General Journal Detail.
- Click Process.
Note: Total debits and credits must be equal (but not 0).
Accounts shown in blue are linked control accounts. You can only post to these accounts when you are adjusting balances or entries.