Setting up multiple journals for a GL client

Alerts and notices
Leave feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.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. On the General Ledger tab of the File > Client properties dialog, mark the Use separate journals in transaction data entry checkbox.
  2. From the CSA main window, choose Setup > Journals.
  3. In the Journals dialog, click the Add button.
  4. Enter a description and choose a balancing account.
  5. Click the Enter button to add the journal to the list.
  6. Repeat steps 3 - 5 to add as many journals as you need.
  7. Click the Done button to save the information and close the Journals dialog.

See also: Renaming an existing journal for a GL client

Share This