Add a new journal entry

Create journal entry, including new items and selecting the posting period.

Journal entries help track financial transactions that are not linked to specific invoices or bills. They make it easy to record adjustments, accruals, or corrections, keeping your accounts accurate. By balancing debits and credits, you ensure that your financial records stay organized.

Instructions

To add a jew journal entry:

1.   Navigate to the New button located in the top right corner of the screen.

2.  Under the Other section, select Journal Entry.

3.  If the journal entry is associated with a specific job, select the appropriate job. If not, use the Account field to categorize the entry.

4.  Ensure that Debits and Credits are balanced.

5.   Review all details and select Create Journal Entry to complete the process.

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