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. CSA will not include 2017 tax rates or payroll forms, so, for 2017 and beyond, you will need to process payroll in another application. We recommend Accounting CS Payroll and myPay Solutions. For more information, see the following topics.

  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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