Quick summary
Adding a manual journal entry in Xero lets you record custom accounting transactions with full control over debits, credits, and tax rates. This step-by-step process takes you from the Xero dashboard through to posting a completed journal entry in just a few clicks.
Steps
- On the Xero dashboard, click Accounting in the top menu bar.
- Choose Reports from the dropdown list of options.
- Click Journal Report to proceed to the journal reporting area.
- Tap Go to Manual Journals to navigate to the manual journals section.
- Find and open the journal where you want to add a new entry.
- Click Journal Options in the top-right corner of the journal view.
- Select Edit to enter editing mode for the selected journal.
- In the journal table, add a new entry by filling in the Description, Account, Tax Rate, Debit, and Credit fields.
- Review your input, then click Post to save and submit the journal entry.
- Confirm the manual journal entry has been successfully posted in Xero.
