Easy Steps to Create a Journal Entry in
QuickBooks Desktop
If you're facing challenges in creating journal entries in QuickBooks, you're not alone.
Many users find this process complex and time-consuming, leading to errors and
inaccuracies in their financial records. Creating journal entries is a crucial part of
accounting, which involves recording financial transactions systemically and
organizationally. In simple terms, we can say that these are like financial diaries for a
business that include the date, account name and number, debit and credit amounts,
and other relevant details of every transaction. Journal entries maintain accurate
financial data and record your funds and assets. If you do not know how to create or
edit a journal entry in QuickBooks, there is no need to worry; in this blog post, we will
discuss how to create a journal entry in QuickBooks software to ensure accurate and
precise finance and account management.
Struggling with the journal entry process in QuickBooks? Reach out to
our QuickBooks experts at 1.855.738.2784 for expert guidance. They
will ensure effective solutions to your accounting challenges.
How to Add or Edit A Journal Entry?
Adding or editing journal entries is an essential yet complex task, but you can do it by
following the simple steps below.
Adding a Journal Entry:
•
If you want to create a new journal entry, you can do it by following a few simple
steps discussed below.
•
Open QuickBooks. Navigate to the "Company" menu.
•
From the dropdown menu, select "Make General Journal Entries."
•
Once you're in the General Journal Entries window, fill out the necessary fields to
create your journal entry.
•
Ensure that you accurately enter the debit and credit amounts, making sure they
balance each other.
•
Fill out the fields carefully; otherwise, you may encounter errors like QuickBooks
Error 3180.
•
Click on the "Save & Close" option.
Editing a Journal Entry:
•
If you want to edit a journal entry, you can do it by following the steps mentioned
below.
•
Navigate to the "Company" menu.
•
Select "Make General Journal Entries."
•
Now, look for that particular journal entry you want to edit.
•
In QuickBooks for Windows:
1. Select the "Find" option and enter relevant details such as Name, Date, Entry No.,
or Amount to search for the entry.
2. Once you find the entry, click on "Find."
•
In QuickBooks for Mac:
1. You'll see a list of journal entries on the Make General Journal Entries window. Find
and select the entry you want to edit.
•
After selecting the entry, you can proceed to make the necessary changes.
•
Double-click on the entry (in Windows) or simply click on it (in Mac) to open it for
editing.
•
Edit the entry and make the necessary changes. When you're done, click on "Save"
or "Save & Close."
•
QuickBooks will prompt you to record the changes, so make sure to click "Yes" to
it.
We hope you can now easily create a journal entry in QuickBooks Desktop and
ensure the accuracy of the financial records. If you need assistance with any step, feel
free to dial 1.855.738.2784 and contact our QuickBooks experts team.