Key Steps in Keeping the Books

Any workflow or work process has its key stages or steps – a part of the process where you must remember to perform a certain action. In bookkeeping, the key steps are as follows:



  • Transactions: The purchases or sales of items start the process of bookkeeping.



  • Journal entries: Enter transactions into the books through journals.



  • Posting: Post journal entries to the Nominal Ledger.



  • Trial balance: Test accounts in the Nominal Ledger to see if they’re in balance.



  • Worksheet: Enter on a worksheet any account adjustments needed after the trial balance.



  • Adjusting journal entries: Post adjustments from the worksheet to affected accounts in the Nominal Ledger.



  • Financial statements: Prepare the balance sheet and income statement using the corrected account balances.



  • Closing: Close the books for the revenue and expense accounts, and start the entire cycle again with zero balances in both accounts.






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Source:http://www.dummies.com/how-to/content/key-steps-in-keeping-the-books.html

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