cancel
Showing results for 
Search instead for 
Did you mean: 
chuckm1
Level 1

QBO Create Journal Entry

I have QBO (Plus) and need to create a new journal entry. Previously, this could be done with the 'Plus' > Other > Journal entry, but with the new Create (+ New) menu, there is no longer an option to create a new journal entry. Is there another way?

8 Comments 8
MaryLandT
QuickBooks Team

QBO Create Journal Entry

Hi there, chuckm1,

 

You should be able to create a journal entry (JE) in QuickBooks Online. This feature is located under the Other column. Please see the attached screenshot below for your guidance.
createJE.PNG

 

It's likely a result of a browser error. Let's perform some troubleshooting steps by accessing your account in a private window. This private window prevents from storing additional cache files that may be causing the unusual behavior. Therefore, not letting you to create a JE.

 

As an alternative, I recommend using other supported browsers to get the best out of your QuickBooks experience. Check this out: System requirements for QuickBooks Online, QuickBooks Online Accountant, and QuickBooks Self-Employe... to know what computer and browser to use to run the system.

 

When that works, you clear cache and temporary internet files on the regular browser. Doing this will help delete the data stored in the cache. 

 

Here's how:

Let me know how this goes by leaving a comment below and I'll get back to you.

chuckm1
Level 1

QBO Create Journal Entry

Thanks for the response and the screenshot. Unfortunately, my + menu look nothing like that. I don't think it is a browser issue, but I did clear the cache and then tried a different browser. Same results.

 

See the screenshot attached. Is there some way to enable those options?

 

C

MaryLandT
QuickBooks Team

QBO Create Journal Entry

Hello again, chuckm1.

 

Thanks for the screenshot. I just got an update from our Product Team about the missing journal entry option.

 

You can only use this option if you're following the advice of an accountant. Therefore, you'll see it when you switch to Accountant view on the company settings.

 

Let me show you how:

  1. Go to the Gear icon at the right top.
  2. Select Account and Settings under Your Company.
  3. Choose Advanced from the left navigation bar.
  4. Click the User view to expand, then choose Accountant view.
    accountantview.PNG
  5. Hit Save, then Done.
  6. After that, go back to the + New, then select Journal Entry.

If this option is still not showing up, lets perform another way of creating a JE by going through the register.

 

Let me show you how:

  1. Click the Gear icon at the right top.
  2. Select Chart of Accounts under Your Company.
  3. Locate the account where you want to post the JE.
  4. Click View register under Action.
  5. Hit the add transaction ▼ drop-down, then choose Journal Entry.
    addJE.PNG
  6. Enter the date, ref no, payee, account, and amount.
  7. Click Save.
    addJE1.PNG

Keep me posted if you have follow-up questions, and I'll get back to you @chuckm1.

chuckm1
Level 1

QBO Create Journal Entry

It looks like I have QBO Plus.

 

I can't manually enter that journal entry in the register because I need to interact with Accounts Payable and the error message says to do this through the + menu (which doesn't have the option!)

 

See the screenshot. Thanks!

JasroV
QuickBooks Team

QBO Create Journal Entry

Thanks for the screenshot and for going through the steps above, @chuckm1.

 

We've just received an update from our engineering team about the missing Journal Entry (JE).

 

You'll want to change the view of your books as an Accountant view from the Account and Settings to have the JE option.

 

You can refer to the steps and the image provided by my colleague @MaryLandT.

 

I've also added this article that can guide you in transferring funds between accounts in QBO: Transfer Funds Between Accounts.

 

Feel free to contact us again whenever you need help with your QBO account. We're always here to help.

chuckm1
Level 1

QBO Create Journal Entry

Thanks again for the quick response. My "Billing and Subscription" says I already have Quickbooks Plus (not Simple Start), so please help me understand why the + menu does not have the JE option. Is this something I would need to work out via phone support?

 

I appreciate the advice on the "workaround" solution. I will give that a try.

 

 

JasroV
QuickBooks Team

QBO Create Journal Entry

Thanks for the clarification, @chuckm1.

 

I've already updated my response above to help you resolve your concern.

 

You can always get back to us if you need further help with your QBO account. We're always here to help. Take care!

vpcontroller
Level 11

QBO Create Journal Entry

@chuckm1 @JasroV @MaryLandT 

 

Refer to my comment here:

 

https://quickbooks.intuit.com/learn-support/en-us/reports-and-accounting/re-qbo-does-not-allow-me-to...

 

See screenshot below, Journal Entry form is definitely missing on some QBO rolled-out accounts.

 

Missing Journal Entry.PNG

 

I need to write a Journal Entry, what to do now?

This is not a permanent solution. They need to put this back somewhere anywhere immediately. But this's how I wrote a Journal Entry for now...it's a mess...

Gear icon > Lists > Recurring Transactions > New > Transaction Type > Journal Entry > OK.

I am creating a recurring Journal Entry form here. All I want to do is open the Journal Entry form. Since I have written journal entries in the past, I clicked little CLOCK on the top left next Journal Entry name. I selected one JE to open from the list and click MORE at the bottom and choose COPY. Once you see "This is a copy" JE form, deleted lines (TRASH BIN icon). And that's how I wrote JE for now. I know this is ridiculous.

 

Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up

Need to get in touch?

Contact us