Bookkeeping transactions 2026

1. Click ‘Get Form’ to open the bookkeeping transactions document in the editor.
2. Begin by entering the date of the transaction at the top of the form. This is crucial for maintaining accurate records.
3. Fill in the customer or supplier details, including their name and address. Ensure that you have the correct account number for reference.
4. Next, input the details of each item being transacted. Include product codes, descriptions, quantities, and unit prices. Make sure to check for any applicable discounts.
5. Calculate the total amount before VAT by summing up all item totals and applying any trade discounts as necessary.
6. Finally, calculate VAT based on the net amount and add it to get the total payable amount. Review all entries for accuracy before saving or sending.

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