---
title: "Xero Journals"
slug: "xero-journals"
description: "How to create Xero manual journals in infoodle: set account codes to Use for Journals, then Finance → Transactions → Journals → Add. Debits must equal credits."
updated: 2026-10-17T04:34:16Z
published: 2026-10-17T04:34:16Z
canonical: "help.infoodle.com/xero-journals"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.infoodle.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Xero Journals

For those who are connected to Xero, you can create journals within *infoodle* that can be used to create transaction entries in infoodle and a manual journal entry in Xero. Simply identify the account codes that you want to "Use in journal" and in the **Transactions** menu click Journal to start adding journals. Creating blank journals helps when you need to reallocate 'pots' of money that are sat in one account code and distribute to other account codes and/or tracking categories.

## Setting up account codes to be used for Journals

If this is the first time creating journals, you will need to set up which account codes can be used for Journals.

1. On the left hand Navigator menu, click on **Finance**.
2. Click on **Account Codes**.
3. Alongside the Account code click **Edit**.

![image.png](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image%28175%29.png)

1. Change the **Use for Journals** from No to **Yes**.
2. Click **Save**.
3. Repeat this process for each account code that you wish to use for Journals.

## Adding a manual Journal

1. If this is the first time creating journals, you will need to set up which account codes can be used for Journals (see steps for setting up account codes above).
2. Once you have set up the account codes for journalling now you are ready to create a journal. Click on **Finance** on the left hand navigation menu.
3. Click on **Transactions**.
4. Click on **Journals**.
5. Click **Add**.

![image.png](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image%28176%29.png)

1. Select a **Journal Date**.
2. Enter a **Description**.
3. Select the relevant **Status in Xero** option.
4. Search for a **Donor (*infoodle* only)** by entering the first few letters of their name. You can change the search field if you wish.
5. Enter the **Description (Xero only)**.
6. Select the **Account code**, the **Tracking 1**, **Debit $** amount and the **Credit $** amount.
7. Debit and Credit totals must match, as Journals cannot be edited.
8. Click **Save & create in Xero**.