Create Journal Entries

Creating Journal Entries

1. Open Accounting → Journals and click New Journal.
2. Enter a journal date and description.
3. Add debit and credit lines — each line needs a nominal account code and amount.
4. Ensure debits equal credits (the platform highlights imbalances).
5. Click Post to commit the journal to the ledger.

Where to go next

• Understand the whole module → How Accounting Works
• Next in this module → Manage Chart of Accounts
• Revenue Recognition (ASC 606 / IFRS 15)
• Reconcile a Bank Account
• See where this fits in the bigger picture → How a Lead Becomes Cash