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Using the general journal

While many transaction types can be entered into specialized windows in Peachtree, there will always be a need to have a general journal to be able to record entries that do not fit into specialized fields. Such entries include infrequent transaction types as well as adjusting entries. This topic shows you how to use the General Journal Entry window to record an entry into the general journal in Peachtree.

To record an entry using Peachtree's general journal window, open the Company Navigation Center in Peachtree and select the General Journal Entry link.

Select general journal entry

This opens the General Journal Entry window where you can enter the details of the journal entry into Peachtree. The following screenshot and reference table show step-by-step instructions on how to enter information into the General Journal Entry window in Peachtree. Note that each step is assigned a reference number to help you identify the appropriate field or icon in the screenshot of the General Journal Entry window.

General journal entry window
Step Peachtree
field or icon
1 Date Click the calendar icon to select the date of the entry.
2 Reference Enter a meaningful reference for the entry.
3 GL Account Select the general ledger account number for the account to be debited. Watch out though - Peachtree does not display the description of the account, so you need to be very careful and double check the account number displayed corresponds to the account you intended to select.
4 Description Enter a meaningful description for the entry such as the name of the account selected.
5 Debit column Enter the dollar value to be debited to the selected account.
6 New line Record the credit side of the entry by selecting the account number to be credited and entering a meaningful description of the entry. Then, record the dollar value to be credited under the Credit column.
7 Save icon Once you have entered the information in the General Journal Entry window, remember to review your entries and save the information by clicking the Save icon.
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Helpful Hint!

If you are completing the Peachtree Practice Set, you only use the General Journal Entry window to record end-of-month adjusting entries.

Remember, all other transaction types should be recorded in their appropriate window. This is because these other windows are designed to record the details relating to the specific customer, vendor or inventory item used in the transaction. These details are not able to be captured in the general journal, so are unable to be tracked if the transaction is recorded in the general journal.

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