---
title: How to copy a Journal
description: A journal can be created by copying from an existing journal.
---

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August 31, 2026

# How to copy a Journal

## This guide provides a straightforward process for copying a journal in the Accountability, ensuring users can efficiently manage their accounting records. By following the detailed steps, users can save time and avoid errors in journal duplication, which is crucial for maintaining accurate financial documentation. Whether you're a seasoned accountant or new to the platform, this guide simplifies the task, making it accessible and easy to follow.

### **Step by Step Guide:**

1\. Navigate to **Accounting \> General Ledger \> Journals.**

![](https://colony-recorder.s3.us-west-1.amazonaws.com/files/2025-10-22/ea088061-0739-4a27-be2f-d2773be109ed/user_cropped_screenshot_76cd5290bcc34391b5cec4de24b83cad_text_export.jpeg)

2\. Select the **Journal No**. that needs to be copied.

![](https://colony-recorder.s3.us-west-1.amazonaws.com/files/2025-10-18/57d89f1a-5a0d-4152-97e7-826d05691081/user_cropped_screenshot_6d1b51ef5d9949768ba567b97a25e56d_text_export.jpeg)

3\. Click on **Copy**.

![](https://colony-recorder.s3.us-west-1.amazonaws.com/files/2025-10-18/ef8df069-4862-430a-b753-5147b05bf576/user_cropped_screenshot_a7881780e00342faa87bb6a4853aaf2d_text_export.jpeg)

4\. Enter the **Accounting Year and Month** the new journal should be assigned to. By default, the system will put the following month from the original journal and change if needed.

![](https://colony-recorder.s3.us-west-1.amazonaws.com/files/2025-10-18/6ef1067c-7c87-4e62-b408-42285f30cc6e/user_cropped_screenshot_b34b27647e8a42e9830498f7b42da519_text_export.jpeg)

5\. Enter a new **Header Description** for the copy journal if different from the original.

![](https://colony-recorder.s3.us-west-1.amazonaws.com/files/2025-10-18/6183c465-c907-4ef8-8039-3cf5d1d06a1c/user_cropped_screenshot_6e5abfa5b777407b8b71a9c2aef57549_text_export.jpeg)

6\. If the new journal is to be created as a reversal of the ‘copy from’ journal – tick the box REVERSAL – this will create a copy of the source journal but with debit and credit values reversed.

![](https://colony-recorder.s3.us-west-1.amazonaws.com/files/2025-10-18/65f71790-ea2b-4281-ad41-bed6239480e7/File_40636195b26b4c3e9000e854935f77da_text_export.jpeg)

7\. Select **SAVE** - This will create the new journal and take you to the journal form for the new journal, where changes and additions can be made.

![](https://colony-recorder.s3.us-west-1.amazonaws.com/files/2025-10-18/0ece2afe-dc26-4b35-872a-c96d47fc87da/user_cropped_screenshot_b1e580aad8234f8e93baecd8187fcf93_text_export.jpeg)

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