Journal Entries

Overview

The “Journal Entries” tab will display the manually and automated entries made with the various details.

You can manually insert a journal entry to a past or upcoming posting by:

-Clicking insert

-Select Office

-Select Debit Chart

-Select Credit Chart

-Select the Date

-Type in the amount

-Type in QB name, if applicable

-Select Posting #, if applicable

If the entry is for a past posting, select it in the posting drop down, and re-close the week within the closing module to see the changes.

-Add any additional information in the Comments box

-Click save