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How??? just getting started w QB on-line. I want to add entries to my accounts. How? What is the correct term? transaction , entry, journal entry, ?? I have used old QB

 
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How??? just getting started w QB on-line. I want to add entries to my accounts. How? What is the correct term? transaction , entry, journal entry, ?? I have used old QB

Nice to see you, @lskurka!

 

Depending on the affected accounts, you can record and enter transactions directly from the new Plus icon. But if you wanted to create an opening balance entry, it's easy.

  1. Go to Accounting.
  2. Select Chart of Accounts.
  3. Click New.
  4. Choose the appropriate account and detail type.
  5. Enter the name of your new account.
  6. Under Balance, enter your opening balance entry.
  7. Click Save and close.

You can read through this helpful article to learn more about income and expense related transactions.

 

I'll be happy to help you need any other assistance. Thanks!

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