What's new

What's new

Setup

Setup

Security

Security

Maintenance

Maintenance

Everyday tasks

Everyday tasks

Period-end tasks

Period-end tasks

Reports and forms

Reports and forms

Importing/exporting

Importing/exporting

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Glossary

Glossary

Topics

Topics

Site Tools

Site Tools

Search

Search

General questions

• Giving transactions a future date (post-dating them)

• Entering a transaction using a date in a previous fiscal year

• Opening the Record Journal Entry window using a keyboard shortcut

• Turning off the expanded Description field in transaction windows

• Assigning a journal entry to more than one job

• Finding a transaction that's been recorded

• Determining which accounts will be updated by a transaction

Fixing problems

• Problems sending the transaction to email/fax/disk

• You can't record the journal entry; a message says the transaction is unbalanced

• Starting a new transaction over (Record Journal Entry)

• Fixing errors on a recorded journal entry

• A transaction isn't reflected in the balance of your account

• Changing a recurring transaction

• The date is displayed in the wrong format

• The date that is displayed is incorrect

• The General Journal number that's displayed is incorrect

• Two transactions have been assigned the same General Journal number

• If you see Delete in the Edit menu but you want to reverse a transaction

• If you see Reverse in the Edit menu but you want to delete a transaction

Entering line items

• Skipping the account number and entering only the account name

• If you don't see the account you want to use

Multicurrency tips

• The currency is wrong for this transaction

• The exchange rate for this transaction is different than for other transactions

Other resources for answering your questions