Enhanced interface

Adjusting journal entries (GAAP or tax)

Create an adjustment journal entry

Subscription	General Ledger
Regional availability	All regions
User type	Business user
Permissions	GAAP Adjusting Entries, GAAP Adjustment Journals: List, View, Add, Edit Tax Adjusting Entries, Tax Adjustment Journals: List, View, Add, Edit
Previous step	Set up for GAAP and tax adjustments

The quickest way to add a new journal entry is to:

Go to General Ledger > All and select Add (circle) next to either GAAP adjusting or Tax adjusting.

You can also create a new journal entry by selecting Create when viewing the entries in a particular journal.

You can also create a new journal entry by selecting Add when viewing the entries in a particular journal.

Subscription	General Ledger
Regional availability	All regions
User type	Business user with admin privileges
Permissions	GAAP Adjusting Entries, GAAP Adjustment Journals: List, View, Add, Edit Tax Adjusting Entries, Tax Adjustment Journals: List, View, Add, Edit
Previous step	Set up for GAAP and tax adjustments

Go to General Ledger > All and select either GAAP adjusting or Tax adjusting.
Select Import.
Select Download template.

You can also download the template by going to the Company setup checklist page, and selecting Template in the General Ledger journal entries row.
Prepare the import file and save it as a CSV file.
Go back to the Import window and select Choose file.
Select the CSV file containing the entries and set any other options.
Select Import.

Go to General Ledger > All and select either GAAP adjusting or Tax adjusting.
Select Import transactions.
Select Download template.

You can also download the template by going to the Company setup checklist page, and selecting Template in the General Ledger journal entries row.
Prepare the import file and save it as a CSV file.
Go back to the Import window and select Choose file.
Select the CSV file containing the entries and set any other options.
Select Import.