How to create a Journal Entry

Overview: This article will walk you through the steps on how to create a Journal Entry. 

Step 1. On the Dashboard Page select MISCELLANEOUS and Manage Firm Accounting

Step 2. On the Manage Firm Accounting Page select Create Journal Entry

Step 3. On the Enter Journal Entry Page. Record the Debit Entries: Select the Date, Chart of Account, Matter (optional), Amount and Description

Step 4. Record the Credit Entries. Select the Chart of Accounts, Matter (Optional), Amount, and Description. 

Step 5. Select Record Journal Entry. If you wish to record another Journal Entry select Record and Create New