Creating a Journal Entry

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If you notice that a payment or other transaction is off by a few dollars, you can do a journal entry to make the change to the account information.

Journal entries can be used for all account types.

  1. Click the “New Transaction” drop-down menu and select “Journal entry.”
  2. Add the memo (optional).
  3. Enter the date.
  4. Select the payee (optional).
  5. Select your first account and enter the amount.
  6. Enter your second account and additional accounts you might have.
  7. If you wish for the journal entry to recur, click the “Make Recurring” button and then enter your recurring information.
  8. Verify your information in the Debits and Credits sections; then click the “Save” button.
  9. A message will appear to notify you that your transaction is complete.

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