Question

Manual Entries / Journal Entries

Forum|Forum|5 years ago
August 11, 2021
7 replies
130 views

Hello, Everyone.

I'm new to the community. I'm also new to QuickBooks. I learned on Peachtree and I'm just getting going in QuickBooks.

My question is this: How do I get the recorded entries into the Journal? I entered everything in manually, through Expense entry and where ever else I could figure to get the data stored. I have seen the error of my ways and would like to know how I can get everything in to the journal. Is it too late for that? Is it necessary to do that?

Please advise. I am open to suggestions and instruction.

Thank you,

Pratt.

QuickBooks Online

Fiat Lux - ASIA

Level 14

Just to clarify your question, do you need to import Journal Entries into QB Online or else?

P

PrattJPPAuthor

I'm not sure if I should just pick up the journal entries from this point forward, or if I need the prior entries. I want to have all of the entries in the Journal, if possible. I want to know if I could get all of the existing data to the Journal by some means.

Thanks for helping me out.

T

TirzahC

Level 4

The Community has your back, PrattJPP.

You can open the Expense transaction and check the Transaction Journal to check the affected accounts. It displays the information for the current transaction you open including the accounts affected by the assembly. The entries displayed on the report determine the posting of the transaction for auditing and report purposes.

You should be able to create a journal entry (JE) in QuickBooks Online. This feature is located under the Other column to create customer, vendor transactions. Here's how:

Select + New.
Select Journal entry.
On the first line, select an account from the Account field. Depending on if you need to debit or credit the account, enter the amount in the correct column.
On the next line, select the other account you're moving money to or from. Depending on if you entered a debit or credit on the first line, enter the same amount in the opposite column.
Check the amounts - you should have the same amount in the Credit column on one line and the Debit column on the other. This means the accounts are in balance.
Enter information in the memo section so you know why you made the journal entry.
Select Save and new or Save and close.

You can also void or delete the expense entries to remove duplicates.

Here are a few articles that may be able to help you in the future for your business:

Feel free to create a post here in the Community if you have other QuickBooks concerns. Just remember, we're always got your back.

P

PrattJPPAuthor

This is great, going forward. It is what I found out yesterday. I'm hoping to get the data that I've already entered by the manual expense entries into the Journal. How may I accomplish this? And, is it necessary to do so, or just start Journaling from this point forward.

Thank you.