Creating General Journal entries

Step 3: Choose what you want to do with the transaction

Step 1 > 2 > 3

If you haven’t already read the General Journal Entries Overview, see Creating General Journal entries for more information.

To see how the transaction will affect your financial records

The General Journal Entry window should be displayed.

Choose Recap Transaction from the Edit menu.

To record the transaction

The General Journal Entry window should be displayed.

Click the Record button.

To store the transaction as a recurring General Journal template

If you haven’t already read the General Journal Entries Overview, see Using recurring General Journal templates for more information.

The General Journal Entry window with the entries you want to store should be displayed.

Click the Save Recurring button to open the Save Recurring Template window.

Enter the necessary information about the transaction in this window.

Click Save Template to store the transaction as a recurring template and to close the Save Recurring Template window.

If you want to record the template as an actual General Journal entry now, click the Record button in the General Journal Entry window. If you don’t want to record the transaction at this time, click the Cancel button.