# Journal Entries

Journal entries let you record adjustments, accruals, and other entries that don't come from connected financial accounts. They post directly to the General Ledger and update your reports in real time.

{% hint style="info" %}
Transactions vs. journal entries: The Transactions tab shows only transactions from connected financial accounts (banks, credit cards, payment processors). Journal entries are manual entries created by accountants and appear only in the General Ledger and reports.
{% endhint %}

***

### Creating a journal entry

You can create a journal entry from any report in the Accounting section:

1. Go to **Accounting** and open any report (Profit & Loss, Balance Sheet, General Ledger, Trial Balance, etc.)
2. Click **Create journal entry** (top right)
3. Set the **date** and **entity**
4. For each line, enter:
   * **Account** — select from your Chart of Accounts (or type to search)
   * **Counterparty** (optional)
   * **Class** (optional)
   * **Debit** or **Credit** amount
   * **Description** (optional)
5. Verify the totals balance (Debit = Credit)
6. Click **Save** or **Save and new**

***

### The journal entry editor

The journal entry editor works like a worksheet. You can:

* **Calculate in cells** — type `=` in an Amount cell to start a calculation (e.g., `=1500-250`)
* **Copy and paste** — use Cmd/Ctrl + C and Cmd/Ctrl + V to copy and paste cells or rows
* **Undo changes** — use Cmd/Ctrl + Z to undo
* **Navigate with keyboard** — use Tab to move to the next cell, Shift + Tab to go back
* **Drag to fill** — drag the fill handle to copy amounts, descriptions, or classes across rows

***

### Viewing journal entries

Journal entries appear in the **General Ledger**:

1. Go to **Accounting** → **General Ledger**
2. Click **Add filter** → select **Manual Journal Entry** under Entry source

You can also filter by date range, account, class, amount, or counterparty.

***

### Editing a journal entry

1. In the General Ledger, click the **JE reference** (e.g., JE-F34810-34) to open it
2. Make your changes
3. Click **Save**

***

### Deleting a journal entry

1. Open the journal entry from the General Ledger
2. Click **Delete journal entry** (bottom left)

All changes, including deletions, are tracked in the [Activity](/close-workflows/activity.md) tab. You can view the history and recover deleted entries from there.

{% hint style="warning" %}
**Locked periods:** If a [lock](/close-workflows/locks.md) is in place, creating and deleting journal entries is disabled for that period.
{% endhint %}


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.kick.co/close-workflows/journal-entries.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.