posted
Best answer December 19, 2019
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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:
- Go to the Gear icon and choose Account and Settings.
- Choose the Advance tab.
- From the User view section, select Accountant view.
- Click Save.
- Then, Done.
Another way to create a Journal Entry is through your register. Here's how:
- Click the Gear icon at the right top.
- Select Chart of Accounts under Your Company.
- Locate the account where you want to post the JE and click View register under Action.
- Hit the add transaction ▼ drop-down, then choose Journal Entry.
- Enter the date, ref no, payee, account, and amount.
- Click Save.
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!
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:
- Go to the Gear icon and choose Account and Settings.
- Choose the Advance tab.
- From the User view section, select Accountant view.
- Click Save.
- Then, Done.
Another way to create a Journal Entry is through your register. Here's how:
- Click the Gear icon at the right top.
- Select Chart of Accounts under Your Company.
- Locate the account where you want to post the JE and click View register under Action.
- Hit the add transaction ▼ drop-down, then choose Journal Entry.
- Enter the date, ref no, payee, account, and amount.
- Click Save.
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!
