Add a batch

When you create a batch, you compile a group of debit and credit transactions that you can post to your ledger accounts. Transactions are entries into the ledger that indicate to the program what accounts to debit or credit. Placing transactions into a batch allows you to group transactions according to source, date, time, and function. A batch may contain hundreds of transactions or as few as two.

Tip: To save time when creating similar batches of transactions, you can copy an existing batch into a new batch. You can copy from both open and posted batches. To copy a batch, access the More actions menu from the batch you want to copy.