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How do I create a general journal?

A General Journal is basically a list of every transaction you’ve recorded, and how it affects each category in your chart of accounts.

Here’s how to view yours:

  1. Log in to ZipBooks and click on Reports at the top of the screen.
  2. In the Accounting and Tax section, click on General Journal
  3. Add Tags to include only certain transactions.
  4. Choose Start and End Dates, and decide whether you’d like a Simple or Detailed report. (Simple includes basic details like the amount of a transaction and the accounts it affected. Detailed includes any memos and tags you added on the transaction.) 
  5. Click the blue Generate button.

Voila! A list of transactions and their respective debits and credits. Your accountant will thank you!

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