Adding and editing journal entries

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You can add and edit journal entries when working with trial balance data.

Adding journal entries

  1. Click the Journal Entries tab.
  2. Click the Add button in the ribbon.
  3. In the provided fields, enter the type and reference information and description.

    Note: Red asterisks appear to the right of all required fields.

  4. Click the Lookup list Lookup list button button for the Workpaper Reference field and choose a workpaper and click OK.
  5. Click the Lookup list button for the Account field and choose an account from the list that opens.
  6. Enter the amounts for the journal entry in the Debit and Credit fields.
  7. Click the Save button.

Editing journal entries

  1. Click the Journal Entries tab.
  2. In the list at the top of the workspace, click the journal entry that you want to edit.
  3. Update journal entry information as needed in the provided fields.
  4. Click the Save button.

Right-click in the Journal Entries workspace and choose Add Row Add button and Delete Row Delete button to add or delete rows for the current journal entry.

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