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You can add and edit journal entries when working with trial balance data.
Adding journal entries
- Click the Journal Entries tab.
- Click the Add button in the ribbon.
- In the provided fields, enter the type and reference information and description.
Note: Red asterisks appear to the right of all required fields.
- Click the Lookup list
button for the Workpaper Reference field and choose a workpaper and click OK.
- Click the Lookup list button for the Account field and choose an account from the list that opens.
- Enter the amounts for the journal entry in the Debit and Credit fields.
- Click the Save button.
Editing journal entries
- Click the Journal Entries tab.
- In the list at the top of the workspace, click the journal entry that you want to edit.
- Update journal entry information as needed in the provided fields.
- Click the Save button.
Right-click in the Journal Entries workspace and choose Add Row and Delete Row
to add or delete rows for the current journal entry.
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