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Accounting

Create and post a manual journal entry

Create a journal entry with a date, description, and account lines. MintLGS checks that the debit and credit totals balance before allowing you to post it.

Before you start

  • Accounting → Journal Entries → New Entry
  • You need accounting view permission to open this section. Creating or changing accounts, entries, and recurring templates requires the appropriate accounting permissions.

What success looks like

  • The journal contains a posted entry with the date, accounts, and amounts you submitted.

Quick start

The shortest path through this area.

  1. 1In Journal Entries, click New Entry.
  2. 2Select a Quick entry layout or Start from scratch. If you choose a layout, review the accounts it fills in before entering amounts.
  3. 3Enter Date and Description.
  4. 4For each line, select Account and enter a Memo, Debit, or Credit as needed. Click Add Line for another account, or remove an unwanted line with its remove control.
  5. 5Check the totals and the Balanced indicator. The entry must contain at least two account lines with matching debit and credit totals.
  6. 6Click Post Entry and review the saved entry. Click Cancel instead if you want to leave without posting.

How this area works

Reference information for the choices on this page.

Fields and options
  • Quick entry: Fills in a starting layout for an expense, bank deposit, processor payout, owner draw or investment, inventory purchase, tax remittance, credit-card payment, or transfer. Review and edit the suggested accounts before posting.
  • Debit / Credit: Enter the amount for each account line. The form displays both totals and any difference between them.

Troubleshooting

Choose the symptom that matches what you see.

Post Entry is unavailable

Complete the required fields, select an account for each line, and include at least two lines. Check the difference between total debits and credits.

A Quick entry layout selected the wrong account

Choose the correct account in the line’s account dropdown before posting. You can edit the suggested layout.

Continue with a related guide

AccountingComplete or delete a draft journal entryReverse a posted journal entry

Still stuck?

Open a support ticket. We’ll include this guide so you only need to explain what happened and where you got stuck.

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