Post a journal entry

Steps

1. 1

   Step 1: Open Accounting in the sidebar, then Journal entries, and press New entry.

2. 2

   Step 2: Set the Date and a Memo.

3. 3

   Step 3: Add account lines with a Debit or Credit on each. Press Add line for more.

4. 4

   Step 4: Tick Reverse this entry on a later date for an accrual that should undo itself. Attach files if you have backup.

5. 5

   Step 5: When it says Balanced, press Review, then Post (or Send for approval if your rules need one).

Fix a posted entry

Open the entry and press Edit, then Post correction: Accountable reverses the old entry and posts the new one, so history stays intact. Or press Reverse to cancel it.

Related articles

• Add or change accounts in your chart of accounts
• Decide what needs approval
• See who changed what