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A
Arzini
September 27, 2019
Solved

How to post transactions?

  • September 27, 2019
  • 2 replies
  • 0 views

How do I post transactions in QB Desktop 2019? As my experience with our former software, you have to post the transactions (receipts, disbursements and journal entries or adjustments) after verifying them so that they'll appear on the reports such as Trial Balance. Once posted, they cannot be edited or you can't go back to any of them and edit anymore. How do you do this in QB?

 

Thank you in advance for the response!

Best answer by Mark_R

Hi there, @Arzini.

 

Let me help you record receipts, disbursements, and journal entries transactions in your QuickBooks Desktop.

 

Since QuickBooks Desktop is a double-entry accounting, any transactions created will show on the Trial Balance report. 

 

To record receipts which are money in transactions, you can create invoices, sales receipts, and other customers transactions. While you can record disbursement transactions as bills or checks.

 

Also, to create a journal entry to make an adjustment, please follow the easy steps below:

 

  1. Go to the Company menu.
  2. Select Make General Journal Entries.
  3. Make the change for the adjustment.
  4. Click Save & Close once done.

Here's an article you can read on for more details: Create a Journal Entry in QuickBooks Desktop.

 

In case you need tips and related articles in the future, visit our QuickBooks Community help website for reference: QBDT Self-help.   

 

Please know that you can always get back to this post if you have any other questions. We're always here to help.

2 replies

A
Anonymous
September 27, 2019

hi Arzini ,

If you are confused with menus, you may find a homepage on your QuickBooks screens. You will notice many icons representing your business process. You can click on each icon to post your transaction. You may edit your posted transaction anytime (depend on your user profile setting) and Audit Log will record the action for reference.

M
Mark_RAnswer
September 27, 2019

Hi there, @Arzini.

 

Let me help you record receipts, disbursements, and journal entries transactions in your QuickBooks Desktop.

 

Since QuickBooks Desktop is a double-entry accounting, any transactions created will show on the Trial Balance report. 

 

To record receipts which are money in transactions, you can create invoices, sales receipts, and other customers transactions. While you can record disbursement transactions as bills or checks.

 

Also, to create a journal entry to make an adjustment, please follow the easy steps below:

 

  1. Go to the Company menu.
  2. Select Make General Journal Entries.
  3. Make the change for the adjustment.
  4. Click Save & Close once done.

Here's an article you can read on for more details: Create a Journal Entry in QuickBooks Desktop.

 

In case you need tips and related articles in the future, visit our QuickBooks Community help website for reference: QBDT Self-help.   

 

Please know that you can always get back to this post if you have any other questions. We're always here to help.

V
vytronaccounting
December 17, 2021

Is there a way to make invoices, bills, checks, entries, etc. post? Meaning that you cannot edit them once they have been created? Right now, we can modify/delete invoices, bills, checks, and entries. I would rather this not be the case. I would like for it to be impossible to edit an invoice once it has been created, same for everything else. Are there controls in QuickBooks to keep this from happening?

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