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General Journals as Drafts & running reports that include the drafts.

I am new to QB. Doing a project job using Enterprise 17. Is it possible to create a journal entry, save it as a draft, and run reports that would include the drafts? Like a pro forma report.

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QuickBooks Team

Re: General Journals as Drafts & running reports that include the drafts.

Hello there, @passfrog.

 

I'm here to help share information about creating a journal entry in QuickBooks Desktop Enterprise.

 

As of now, you don't have the option to save the journal entry created as a draft. However, you can save the entry created and open it when you want to make the necessary changes.

 

In addition, you can add a memo/note under the Memo column to easily identify the draft entry when running reports.

 

Please see attached screenshots for additional reference.

e2 original entry created1.PNG

e2 report2.PNG

e2 j e 3.PNG

e2 report 4.PNG

 

You can also read this article to learn more about journal entry: Record a journal entry.

 

Don't hesitate to add a post/comment below if you have any other questions about journal entry. I'll be always here to help you!