How to create a Journal Entry in TOPS [ONE]

TOPS [ONE] Version, Last Updated 07/25/2018



Creating a Journal Entry in TOPS [ONE]; input the credit and debit sides of your transactions to keep the books up to date and correctly balanced! 


Step By Step

1. Go to General Ledger and select GL Journal Entries.

2. Select Actions and click New Journal Entry.

3. Fill in the following information in Details 


Either type it in or use the calendar icon to select a date 


This is the easily identifiable name that will see on the activity feed for this transaction


Describe this entry 


In the Line Items field select the folder icon to add your first account for the transaction


4. Select an account by searching the account name or number 

5. Enter the amount in either the debit or credit field for the first account then press the to the right to add the next account.

Once a line item is entered, it will automatically create an offset line to balance the entry. 


6. Repeat for all remaining accounts in the transaction.

The Debit and Credit sides of the transaction have to show a 0 difference denoted by the Running Balance at the bottom of the transaction once this is done, press ADD at the top right of the page


Review the transaction for accuracy and make any changes before pressing ADD at the top right


Success!  you have posted your Journal Entry you will be taken to the entry afterward


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