Zudo Works

How to post a journal entry

Book an adjustment, accrual or opening balance straight to the ledger with balanced debit and credit lines.

  1. In the sidebar, under Accounting & Finance, click Manual journals. The New journal page opens.
  2. Check the Date and type a Reference and Notes (what the entry is for).
  3. Under Lines, pick an Account on each line and type the amount in Debit or Credit (optionally a Description and a Customer / vendor). Press Add line for more than two lines.
  4. Watch Difference under the totals: it must read Balanced (total debits = total credits) before the entry can be posted.
  5. Press Save and post (or Save as draft to post later). The journal gets its number and the status Posted.
Step 5 — the journal lines, Difference: Balanced, and Save and post
Step 5 — the journal lines, Difference: Balanced, and Save and post
Step 5 — the posted journal with its status
Step 5 — the posted journal with its status
Tip: a posted journal is not edited — press Reverse on it to post the opposite entry on a date you choose.

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