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How to create a general journal entry

Created on  | Last modified on 

Summary

Use the general journal module to post balanced debit/credit entries in Sage 50 Accounting.

Resolution

  1. Open the General Journal window.
    • Enhanced View: Go to Company, General Journal, Create General Journal
    • Classic View: Select General Journal from the General column
  2. Enter a reference or transaction number in the Source field.
    • This is a required field to process the transaction
  3. Enter the appropriate date in the Date field.
  4. Click in the Account column.
  5. Click the magnifying glass icon to display the Select Account window.
  6. Highlight the desired account and click Select.
  7. Enter an amount in the Debits or Credits column.
  8. Repeat this process as appropriate.
    • The debits and credits must balance to save the transaction
  9. Click Process.

 

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