Accounting Behind the Screens—Quotes

When you click Journal in the Quotes window, Sage 50 displays the Accounting Behind the Screens window. The Quotes Journal tab displays the corresponding transaction's journal entry. You can modify the transaction by changing the account IDs of journal distributions listed.

Note: Quotes are not posted to the General Ledger. Once your customer accepts the quote, convert the quote to a sales order or sales invoice. When you invoice the customer or receive payment from the customer, the transaction is posted to the General Ledger.

For assistance with debits and credits,seeJournal Entry Distributions—Quotes.

To return to the Quotes window, select OK. Then, select Save or Print to record the modified transaction in the Quotes Journal.