Add a batch

When you create a batch, you compile a group of debit and credit transactions to post to your ledger accounts. Placing transactions into a batch allows you to group transactions according to source, date, time, and function. A batch may contain hundreds of transactions or as few as two.

Tip: To save time when creating similar batches of transactions, you can copy an existing batch into a new batch. You can copy from both open and posted batches. To copy a batch, access the More actions menu from the batch you want to copy.