How to Create A Journal Entry

To create a journal entry complete the following steps:

1. Select the following menu path: General Ledger > Journal Entries > Add Journal Entries > Blank Journal
   
   
   
2. The Journal Entry window appears similar to the one below:
   
   

3. Enter the date and brief description (optional)
4. In the Account column enter the ledger account you want to post to. Enter debit or credit in the appropriate column. Then enter the next ledger number and enter the appropriate debit or credit.
   
   
5. If one of the ledger numbers used was a bank account you will see that the Info tab has now changed to Cheque (or Check). Click this tab to view the Cheque page as shown in the example below.
   
   
6. To complete the journal entry now select one of the following options:
7. click Post > Post & Exit to post the journal entry.
8. enter the payee name, enter a check number and click Check > Print & Post Check > Check Form to print a check.
9. the payee name, click Check > Batch Check to send the check information to the Batched Checks for later printing.

See also: Journal Entries or Journal Templates for more detailed instructions on this topic