How do I duplicate a Journal Entry?

Janhavi Wagh -

You can only duplicate Normal and Fund Transfer Journal Entries.

Other entries, such as Invoices or Bills, cannot be duplicated. However, you can use the Copy function within Invoices/Bills. This creates a new Journal Entry when the Copy is created.

To duplicate a Normal or Fund Transfer Journal Entry,

  1. Click into the Accounting tab on the sidebar.
  2. Select Journal Entry.
  3. Go to the Journal Entry that you want to Copy.
You can only create copies of Normal and Fund Transfer Journal Entries. Click the 3 grey dots and select Copy to duplicate the Journal Entry.‌‌

  1. Click the 3 grey dots on the right-hand side and select Copy. The COPY Journal Entry page will appear.
  2. Make any edits if needed, and click SAVE when you finish.