Quick Start: How To Do A Journal Entry

Owned by Jeff Ma (Unlicensed)
Last updated: Oct 16, 2014
1 min read

 

Step-by-step guide

  1. Go to Financials -> Journal Entry in the Modules tab.
  2. Choose your debit and credit accounts
  3. Enter in the debit and credit amounts
  4. Click Add

You will now have completed your entry.

Note: You CANNOT post to control accounts (e.g. A/R, A/P, etc.), you will have to use your Business Partner and it will automatically make the same post to the control account. Please take at Use business partners in a Journal Entry on how to do this.

For an in-depth tutorial of journal entries please refer to Training 401 - Accounting

 

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