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Ledger Path

close · Lesson 1 · 10 min

Accruals, prepayments, reversing journals

If the work or the benefit sits in this month, the books should too — even if the bank does not.

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Accrued expenses

Subcontractor finished $1,400 of work on 29 March. Invoice arrives 4 April. March still needs the cost: debit Subcontractors, credit Accrued expenses. When the bill is entered in April, debit Accrued expenses (not Subcontractors again) and credit AP — or reverse the accrual on 1 April and enter the bill normally.

31 March accrue Ivey crew
AccountDebitCredit
5100 Subcontractors$1,400.00
2300 Accrued expenses$1,400.00
Totals$1,400.00$1,400.00

Prepayments

You pay $6,000 on 1 March for 12 months of insurance. That is not a $6,000 March expense. Debit Prepaid expenses $6,000, credit bank. Then each month debit Insurance $500, credit Prepaid $500. After twelve months prepaid is zero.

March insurance consumption
AccountDebitCredit
6100 Insurance$500.00
1200 Prepaid expenses$500.00
Totals$500.00$500.00

Accrued income and deferred revenue

Work done, not yet billed: debit AR (or Accrued income), credit revenue. Cash received for work not yet done (a 12-month maintenance plan): debit bank, credit Deferred revenue (liability), then release monthly to income. Maintenance contracts sold in December for the next calendar year are a classic deferred-revenue item.

Reversing journals

Xero manual journals can be marked to reverse on a date. You accrue on 31 March; Xero posts the opposite on 1 April. Then the real bill in April hits expense as usual, netting to the right month. If you forget the reverse and also enter the bill to expense, you double March-and-April combined. QBO has reversing journals too — same trap.

Check

Choices shuffle each visit. Misses send you back to the section — Look back clears the quiz so you can try again.

Choose an answer, then check.

Prepaid insurance $6,000 for a year. March expense is:

Practice: Consume the prepayment, Which month’s revenue?