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Level 1

Missing Journal Entry Option

I've created a new company file in QBO and noticed that there is no option to create Journal Entries. When I click on the + New it's not listed under Other like it is for my other company files. I've tried logging into QBO with a private browser and it's still missing. Using Chrome as my browser. Any suggestions? Help. 

Solved
Best answer 12-19-2019

Best Answers
Highlighted
QuickBooks Team

Missing Journal Entry Option

I'm glad you came here, dhutto.

 

It's possible that your User View is set as Business View reason why you're not seeing an option to create a Journal Entry. You'll want to modify your setting in the Advance tab as Accountant View to have this option.

 

Here's how:

  1. Go to the Gear icon and choose Account and Settings.
  2. Choose the Advance tab.
  3. From the User view section, select Accountant view.
  4. Click Save.
  5. Then, Done.

 

Another way to create a Journal Entry is through your register. Here's 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 and click View register under Action.
    QBO JE1.PNG
  4. Hit the add transaction ▼ drop-down, then choose Journal Entry.
  5. Enter the date, ref no, payee, account, and amount.
  6. Click Save.
    QBO JE2.PNG

You may also want to learn more about managing users in QuickBooks Online Accountant through this article: Manage users in QuickBooks Online Accountant.

 

Get back to me if you need further help. I'm always happy to assist. Have a great day ahead!

View solution in original post

3 Comments
Highlighted
QuickBooks Team

Missing Journal Entry Option

I'm glad you came here, dhutto.

 

It's possible that your User View is set as Business View reason why you're not seeing an option to create a Journal Entry. You'll want to modify your setting in the Advance tab as Accountant View to have this option.

 

Here's how:

  1. Go to the Gear icon and choose Account and Settings.
  2. Choose the Advance tab.
  3. From the User view section, select Accountant view.
  4. Click Save.
  5. Then, Done.

 

Another way to create a Journal Entry is through your register. Here's 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 and click View register under Action.
    QBO JE1.PNG
  4. Hit the add transaction ▼ drop-down, then choose Journal Entry.
  5. Enter the date, ref no, payee, account, and amount.
  6. Click Save.
    QBO JE2.PNG

You may also want to learn more about managing users in QuickBooks Online Accountant through this article: Manage users in QuickBooks Online Accountant.

 

Get back to me if you need further help. I'm always happy to assist. Have a great day ahead!

View solution in original post

Highlighted
Level 1

Missing Journal Entry Option

Thank you! That was the issue. 

Highlighted
QuickBooks Team

Missing Journal Entry Option

Thanks for coming back with a good news, dhutto.

 

I'm delighted to know that the steps above resolves your issue. I also want to share these resources which includes video tutorials and webinars to help you learn more about the features and functions of QuickBooks Online.

If you need anything else or questions about QuickBooks, feel free to visit us again. It's always my pleasure to help. Wish you all the best!

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