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December 4, 2021
Question

Did the adjusting journal entry marker on the JE form disappear? How do you get it back? It makes a difference in reports - Adjusted Trial Balance worksheet?

  • December 4, 2021
  • 1 reply
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I want to mark a journal entry as an adjusting journal entry. How do I do that?

1 reply

December 4, 2021

I'm here to share insights about adjusting a journal entry in QuickBooks Online (QBO), @lmuren.

 

The adjusting journal entry marker on the Journal Entry (JE) form is still available using the QBO Accountant version. This way, accountants can write adjusting journal entries type for clients in QBO. Please see the screenshot below for your reference.

 

 

If you're an accountant, you may ask your client to add you as an accountant user (with QBO Accountant subscription) to their QBO account. This way, you can mark their JE as an adjusting JE and make a difference in their reports (i.e., Adjusted Trial Balance worksheet).

 

If you have the regular QBO subscription (non-Accountant version), I'd recommend deleting and then recreating your JE transaction. This way, you're able to correct and update your accounting data.

 

Also, to further help you in managing your books, running reports, and monitoring your sales and expenses using QBO, I'd recommend checking out this article: QuickBooks Help Articles. You can also watch video tutorials to learn your way around the product.

 

Let me know in the comments how it goes. If you have other concerns about adjusting a JE in QBO, I'll gladly help. Take care, and I wish you continued success, @lmuren.