How to use a Memorized Journal Entry

Overview: This article will walk you through the steps of using Memorized Journal Entries in TrustBooks.

Step 1. Start on the Dashboard page, select MISCELLANEOUS, and Manage Firm Accounting.

Step 2. Select View Memorized Journal Entries

Step 3. This will open up the View Memorized Journal Entries Page. Select Use next to the entry that you want to use.

Step 4. This will open the Enter Journal Entry Page. All the information from the Memorized Journal Entry you created will now be available to use on this screen. Enter in the data for the transaction and select RECORD JOURNAL ENTRY