Recording a journal entry in the Transactions window for a GL client

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

  1. In the Tasks > Transactions window, click the Journal Entries tab (or press CTRL+TAB to switch to the from the Checks and Deposits tab to the Journal Entries tab).
  2. Enter the reference, date, and description in the Journal Entry grid.
  3. Fill in the appropriate information in the Accounts/Amounts grid.
  4. Flag the type of transaction by choosing the appropriate option in the Special Types group box.
  5. To save the transaction, click the Enter button or press the ENTER key on your keyboard. Note that all transactions in the Journal Entries tab must balance in order for the record to be saved.

See also: Using the ENTER key to move between fields in the Transactions window

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