Post an adjusting journal entry

A journal entry is a direct debit and credit against your accounts. Use one for depreciation, accruals, a reclass, or a correction your CPA hands you.

Everyday bookkeeping does not need one. Categorizing a bank transaction already writes the entry for you.

Open All pages in the left sidebar, then under Accounting click Journal entries.

Post an entry

1. Click New entry.
2. Set the Date the entry belongs to, not today.
3. Write a Memo that explains why. Future you will need it.
4. On each line pick an Account, then type an amount in Debit or Credit.
5. Click Add line for more rows.
6. When the chip turns green and says Balanced, click Post entry.

Debits must equal credits to the penny. Until they do, the chip shows how far off you are and the button stays disabled.

What the list shows

Every entry on your books is here, not just the ones you typed. The coloured tag on each row says where it came from:

• Manual is an entry you posted here.
• Bank import, Invoice, Bill, Payment, Bank deposit and the rest were posted automatically by BooksGPT.
• Opening balance is the entry created when you set a starting balance.

Use the Manual only tab to see just your own adjustments.

Good to know:

• Click any row to see its full lines.
• You can delete a Manual entry. System entries cannot be deleted here, because the invoice, bill, or transaction behind them owns the record. Change that document instead.
• An entry dated inside a closed period is refused. Reopen the period first.

Updated on: 04/08/2026