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#journal-entries

Journal Entries

Master journal entry creation and accounting transactions

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Gift Card Breakage: How to Account for Unredeemed Balances Under ASC 606
·mike

Gift Card Breakage: How to Account for Unredeemed Balances Under ASC 606

Gift card breakage is the value customers never redeem. Under ASC 606, the proportionate method recognizes breakage revenue alongside redemptions—but state escheatment laws can override your right to keep the money.

revenue-recognition
e-commerce
accounting
Inventory Shrinkage and Cycle Counting for Small Retailers and Warehouses
·mike

Inventory Shrinkage and Cycle Counting for Small Retailers and Warehouses

A practical guide for small retailers and warehouses to compute their shrink rate, design an ABC-based cycle count program, book shrinkage adjustments to the ledger, and turn variance patterns into loss-prevention action.

inventory
small-business
fraud-prevention
The Quiet Margin Leak: How Retailers and Warehouses Measure Shrinkage and Fix It With Cycle Counting
·mike

The Quiet Margin Leak: How Retailers and Warehouses Measure Shrinkage and Fix It With Cycle Counting

Inventory shrinkage is the gap between recorded and physical stock. This guide explains how to calculate a shrink rate, why cycle counting and ABC analysis beat the annual physical count, and how to record the adjustment with a dedicated expense account.

inventory
cost-of-goods-sold
journal-entries
Lower of Cost or Net Realizable Value (LCNRV): How to Write Down Obsolete Inventory and Stop Overstating Your Balance Sheet
·mike

Lower of Cost or Net Realizable Value (LCNRV): How to Write Down Obsolete Inventory and Stop Overstating Your Balance Sheet

A practical walkthrough of the LCNRV rule under ASC 330 — how to calculate net realizable value, book the write-down, handle obsolete or damaged inventory, and avoid the phantom-profit trap of overstated inventory on the balance sheet.

inventory
accounting-basics
financial-reporting
Opening Balance Equity: How to Set Up Books Mid-Year and Zero It Out
·mike

Opening Balance Equity: How to Set Up Books Mid-Year and Zero It Out

Opening Balance Equity is a temporary holding account that must read $0.00 once setup is done. This guide explains why it appears, how to set up books mid-year from a trial balance, and the exact journal entry to move the residual into Retained Earnings or Owner's Equity.

accounting-basics
equity-instruments
bookkeeping
Opening Balances Done Right: Mid-Year Setup and Clearing the OBE Account
·mike

Opening Balances Done Right: Mid-Year Setup and Clearing the OBE Account

Opening Balance Equity is the suspense account accounting software creates to keep the balance sheet in balance during migration. Build a supportable opening trial balance, reconcile every account at the cutover date, then journal OBE into Retained Earnings, Owner's Capital, or Common Stock and Additional Paid-in Capital based on entity type.

bookkeeping
migration
journal-entries
Recording Sales Tax You Collect: A Liability, Not Revenue
·mike

Recording Sales Tax You Collect: A Liability, Not Revenue

Sales tax you collect belongs to the state, not your revenue line. Here are the journal entries, the month-end reconciliation routine, and the multi-state economic nexus rules that keep your books audit-ready.

sales-tax
tax-compliance
journal-entries
Recording Sales Tax You Collect: A Liability, Not Revenue
·mike

Recording Sales Tax You Collect: A Liability, Not Revenue

Sales tax you collect belongs on the balance sheet as Sales Tax Payable, never on the income statement. Split each taxable sale into Sales Revenue and a tax liability, keep one account per jurisdiction, and reconcile so the payable zeroes out at filing time.

tax
tax-compliance
liability
Sales Returns and Allowances: Contra-Revenue Accounting Under ASC 606
·mike

Sales Returns and Allowances: Contra-Revenue Accounting Under ASC 606

Sales returns and allowances are contra-revenue, not expenses. This guide shows the journal entries, ASC 606 refund liability and right-of-return asset, and how to estimate returns at period-end so net sales and gross margin stay honest.

revenue-recognition
accounting
financial-reporting
Sales Returns, Allowances, and Contra-Revenue Accounting: How to Record Refunds Without Inflating Your Gross Margin
·mike

Sales Returns, Allowances, and Contra-Revenue Accounting: How to Record Refunds Without Inflating Your Gross Margin

A walkthrough of how to record sales returns, allowances, and discounts as contra-revenue accounts under ASC 606, including the refund liability journal entries, sales tax reversal, and the gross-margin effects most small businesses miss.

revenue-recognition
journal-entries
e-commerce
Suspense Accounts: How to Park Unidentified Transactions and Still Close on Time
·mike

Suspense Accounts: How to Park Unidentified Transactions and Still Close on Time

A suspense account is a temporary ledger account that holds an unidentified transaction or an unexplained trial-balance difference so the month-end close can finish on time. This guide covers when to use one, how to record and clear the entries, and how it differs from a clearing account.

bookkeeping
month-end-close
accounting-basics
Allowance for Doubtful Accounts: Keep Accounts Receivable Honest
·mike

Allowance for Doubtful Accounts: Keep Accounts Receivable Honest

The allowance for doubtful accounts estimates how much of your receivables won't be collected. This guide covers the percentage-of-sales and aging methods, the three journal entries, and the mistakes that distort financial statements.

accounts-receivable
bad-debt
accounting-basics
Showing 25–36 of 44 posts