Journal transactions are the building blocks of double-entry bookkeeping. Every transaction has at least one debit and one credit, and they must balance.
Creating a transaction
- 1
Go to Transactions
Navigate to Accounting → Transactions.
- 2
New entry
Click New Transaction and set the date and description.
- 3
Add lines
Add debit and credit lines, each linked to an account from your chart of accounts. Total debits must equal total credits.
- 4
Save
Save the transaction. It appears in your general ledger immediately.
Balance check
A journal entry cannot be saved unless debits and credits are equal. If you see a balance error, review your line amounts.