Edit a journal entry

Edit a journal entry when its status and accounting period allow changes. Select Menu, then select Accounting > Journal and open Journal entries.

Before you begin

You need permission to view and edit journal entries. Submitted entries in a closed or locked period might not be editable. If the entry cannot be edited, create a reversal or a correcting journal entry instead.

Edit a journal entry

1. Select Menu, then select Accounting > Journal, and then select Journal entries.
2. Select the journal entry that you want to change.
3. Select Edit.
4. Update the journal entry purpose, transaction information, or lines as needed.
5. Confirm that Total debits and Total credits are equal and Out of balance is zero.
6. Select Save as draft to keep the entry in draft status, or select Submit to post it.

The journal entry opens with the updated values and status.