Lesson 6: Journal Entries

Lesson 6 of 33 · 18%

What is a journal entry?

A journal entry is the formal record of a single business transaction. It’s where bookkeeping starts — before the trial balance, before the financial statements, every number on a balance sheet began life as a journal entry. Each entry has a date, the accounts affected (debit first, credit second), the amounts, and a one-line narration explaining the transaction.

DATE PARTICULARS L.F. DEBIT CREDIT May 5 Cash A/c Dr. 3 12,000 To Sales A/c 8 12,000 (Being cash sales for the day) Format: DR account first (flush left), CR account indented with “To “. L.F. = Ledger Folio (page number in the ledger).
Standard journal entry format. The Dr. account is flush left; the Cr. account is indented and preceded by ‘To’.

The five elements of every entry

  1. Date — when the transaction happened, not when you recorded it.
  2. Account(s) to debit — written first, flush left.
  3. Account(s) to credit — written below, indented, often prefixed with “To”.
  4. Amounts — debit column on the left, credit on the right. Totals must match.
  5. Narration — a short sentence in parentheses explaining the transaction.

Simple entries (two accounts)

Most everyday transactions involve just one debit and one credit. These are called simple journal entries.

Example 1 — Cash sale
May 10  Cash A/c               Dr.   12,000
             To Sales A/c                       12,000
        (Being cash sales recorded for the day)
Example 2 — Salary payment
May 31  Salary Expense A/c     Dr.   50,000
             To Bank A/c                        50,000
        (Being May payroll paid from current account)

Compound entries (three or more accounts)

When one transaction affects more than two accounts, you write a compound entry. The total debits still equal total credits.

Example — Sale with GST

You sell ₹10,000 of goods plus 18% GST. The customer pays cash.

May 12  Cash A/c               Dr.   11,800
             To Sales A/c                       10,000
             To GST Payable A/c                  1,800
        (Being sales made plus 18% output GST collected)
Example — Purchase with discount

You buy ₹50,000 of inventory and the supplier gives you a ₹2,000 trade discount. You pay cash.

May 15  Purchases A/c          Dr.   48,000
             To Cash A/c                        48,000
        (Being purchase net of 2,000 trade discount)

Trade discounts are netted directly — they don’t appear as a separate account. Cash discounts (for early payment) are a different story and do get their own account.

The three-step recipe for any entry

  1. Identify the accounts affected. “Sold goods for cash” → Cash account and Sales account.
  2. Classify each account. Cash = Asset. Sales = Income (Revenue).
  3. Apply DEAD CLIC. Asset increasing → Debit. Income increasing → Credit. Done.

This recipe works for every transaction. If you can’t identify the second account, the entry is incomplete — find the missing side.

Pro tip
Write the narration in past tense and reference any supporting document — invoice number, voucher, contract date. Future you (or an auditor) will thank you.

10 common transactions and their journal entries

TransactionDebitCredit
Owner invests cashCashCapital
Take bank loanCash / BankLoan payable
Cash saleCashSales
Credit saleAccounts receivableSales
Cash purchasePurchases / InventoryCash
Credit purchasePurchases / InventoryAccounts payable
Pay rentRent expenseCash
Receive interestCash / BankInterest income
Customer pays an invoiceCashAccounts receivable
Owner withdraws cashDrawingsCash
Common mistake
Confusing “Purchases” (inventory bought for resale, an expense in the trading P&L) with “Equipment” or “Furniture” (long-term assets that get capitalised, not expensed). Buying 100 laptops to resell = Purchases. Buying 1 laptop for the office = Equipment.

Practice

Write the journal entries
  1. Bought office furniture for ₹35,000 from Pepperfry on credit.
    Dr. Furniture 35,000 / Cr. Pepperfry (AP) 35,000.
  2. Paid ₹8,000 cash for one year of Zoho Books subscription.
    Dr. Subscription Expense 8,000 / Cr. Cash 8,000. (Strictly, you could prepay and amortise — covered in Lesson 9.)
  3. Received ₹15,000 from customer XYZ for a previously-billed invoice.
    Dr. Cash 15,000 / Cr. AR — XYZ 15,000.

Lesson recap

  • A journal entry records a transaction with date, debit, credit, amount, and narration.
  • Simple entries touch two accounts; compound entries touch three or more.
  • Always identify accounts, classify them, apply DEAD CLIC.
  • Narrations matter — they’re the audit trail.
Practice This Lesson

Cement what you just learned

Journal Entries

Head to our free Study Hub and find Journal Entries. Each topic comes with four interactive study modes — quiz yourself, flip through flashcards, unscramble jumbled terms, and solve a topic-specific crossword. No login required.

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Flashcards20 cards
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Recommended Reading

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Practical next steps

Apply what you’ve learned

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Deepening the Concept

A journal entry is the elementary unit of accounting record-keeping — a chronological note that says ‘on date D, the following Dr and Cr were posted, supported by voucher V’. The format is simple but powerful: date on the left, account names with Dr on the first line and ‘To’ before each Cr account on the next lines, amounts in two columns, and a narration in italics describing the business event. Modern accounting software (Tally, Zoho, SAP) auto-generates journal entries behind the scenes when you fill a sales invoice, payment voucher or receipt voucher, but understanding manual journal entries remains the most important diagnostic skill in accounting. Adjustments at year-end — accruals, prepayments, depreciation, deferred tax, ECL provisions — are still posted manually as journals. A clean journal entry, with the right narration and supporting documents, is the simplest form of audit defence; a sloppy one invites notice from auditors and tax officers alike.

Indian Application & Regulatory Context

The Companies (Accounts) Rules 2014 require Indian companies to use accounting software with an audit-trail feature from 1 April 2023, which logs every edit, deletion or reversal of a journal entry. The voucher number must be unique and continuous, and the supporting documents (invoice, GRN, debit note, board resolution) must be cross-referenced in the narration. For GST, every journal entry that affects Output GST or Input GST must reconcile with the corresponding line in GSTR-1/GSTR-2B; mismatches show up in GSTR-9C and may invite scrutiny. For TDS, journal entries booking expenses on which TDS is applicable (rent under 194-I, professional fees under 194-J) must simultaneously credit TDS Payable so the deduction is captured at the time of expense recognition.

Worked Example (in Rupees)

Scenario: Tarini Designs LLP, Mumbai, receives an interior decorator’s invoice of ₹1,00,000 (excluding 18% GST) on 20 May 2026, with TDS at 10% under Section 194-J.

  1. Dr Professional Fees ₹1,00,000; Dr Input CGST ₹9,000; Dr Input SGST ₹9,000 (assume intra-state).
  2. Cr Sundry Creditors (Decorator) ₹1,08,000 (net of TDS ₹10,000).
  3. Cr TDS Payable u/s 194-J ₹10,000.
  4. Narration: ‘Being interior services billed by Decorator vide invoice INV/2026/057 dt 20.05.2026; TDS @10% deducted u/s 194-J’.
  5. Trial balance check: Dr ₹1,18,000 = Cr ₹1,18,000. ✓

Takeaway: One journal entry simultaneously captures the expense, the input-tax credit, the supplier liability and the TDS liability — all balanced and audit-ready.

Common Mistakes to Avoid

  • Posting gross liability to supplier without netting TDS: the cheque you cut will exceed the invoice value if not corrected.
  • Missing GST ledgers: the input tax credit is lost when GSTR-2B reconciliation runs.
  • Vague narration like ‘Being expenses booked’: auditors will demand re-narration with invoice number and date.
  • Forgetting to specify the TDS section in the payable ledger: Form 26Q filing becomes a nightmare at quarter-end.
  • Backdating entries across the audit-trail date: creates compliance red flags and may attract penal action.

Practice Questions with Answers

Q1. What is the structure of a standard journal entry?
Answer: Date, Account to be debited (with Dr), ‘To’ account to be credited, two amount columns (Dr and Cr), and a narration in italics describing the business event.

Q2. A Pune startup pays ₹2,00,000 office rent on 1 May 2026, after deducting TDS @10% under Section 194-I. Pass the entry on the day of payment.
Answer: Dr Rent ₹2,00,000; Cr Bank ₹1,80,000; Cr TDS Payable u/s 194-I ₹20,000. (Assume GST is exempt for residential or netted separately if commercial.)

Q3. Why must the narration in a journal entry be descriptive?
Answer: Because the narration is the only inline evidence of what the entry is for. A descriptive narration with invoice/voucher references survives audit, GST scrutiny, and forensic review years later.

Q4. Explain the role of the audit-trail rule notified by MCA from April 2023.
Answer: Every accounting software used by an Indian company must record every edit, modification and deletion of journal entries with timestamps, user IDs and ‘before/after’ values. Disabling the audit trail attracts penalty under the Companies Act.

Key Takeaways

  • A journal entry has date, accounts with Dr and Cr, amounts and narration.
  • Modern software auto-generates most entries but year-end adjustments are still manual journals.
  • Every entry affecting GST or TDS must capture the corresponding statutory ledger.
  • Narrations must reference the source voucher to satisfy audit and statutory scrutiny.
  • Audit-trail rules since April 2023 make every edit traceable — no more silent corrections.

Frequently Asked Questions

Can I write ‘Misc Expenses’ in the narration?
Never. Auditors will flag it, and the Income-tax officer may disallow the expense under Section 37(1).

How many lines can a single journal entry have?
Unlimited. Compound journal entries with many Dr and Cr lines are valid as long as totals match and the narration explains the bundle.

Is it acceptable to pass a journal entry without supporting documents?
Only for internal adjustments like provisions — and even then, a working paper supports the calculation.

How are journal entries different from contra entries?
A contra entry involves only cash and bank (e.g., cash deposited in bank). Tally uses a separate Contra voucher type for these to keep them visually distinct from sales/purchase entries.