DEBIT & CREDIT BOOKKEEPING PART 2

Introduction

  • Professor Brian Boucher welcomes viewers to "the second part of our debit and credit extravaganza."

  • Overview of what to expect:

    • Review of key concepts through examples.

    • Practice with journal entries focused on debits and credits.

Example 1: Increasing an Asset and Increasing a Liability

  • Transaction: Receive $100 cash from a bank loan.

  • Accounts involved: Cash and Notes Payable.

    • Cash (Asset) increases by $100.

    • Notes Payable (Liability) increases by $100.

  • Balance Sheet Equation:

    • Assets = Liabilities + Equity.

    • Assets increased by $100 (Cash); Liabilities increased by $100 (Notes Payable); Equity remains unchanged.

  • Journal Entry:

    • Debit Cash $100 (Assets are debit accounts, and this debit indicates an increase).

    • Credit Notes Payable $100 (Liabilities are credit accounts, and this indicates an increase).

  • T-Accounts:

    • Cash T-account shows a debit entry of $100.

    • Notes Payable T-account shows a credit entry of $100.

  • Total for Balance Sheet shows Assets of $100 and Liabilities of $100, balancing with no equity.

Example 2: Decreasing an Asset and Decreasing a Liability

  • Transaction: Repay $20 of a bank loan.

  • Accounts involved: Cash and Notes Payable.

    • Cash decreases by $20; Notes Payable decreases by $20.

  • Balance Sheet Equation:

    • Assets decreased by $20 (Cash); Liabilities decreased by $20 (Notes Payable); no effect on equity.

  • Journal Entry:

    • Debit Notes Payable $20 (decreasing a liability).

    • Credit Cash $20 (decreasing an asset).

  • T-Accounts:

    • Notes Payable T-account shows a debit entry of $20.

    • Cash T-account shows a credit entry of $20.

  • Total shows Cash of $80 in assets, Notes Payable of $80 in liabilities, and no stockholders' equity, maintaining the balance.

Example 3: Increasing One Asset and Decreasing Another Asset

  • Transaction: Paid $10 in cash for inventory.

  • Accounts involved: Cash and Inventory.

    • Cash decreases by $10; Inventory increases by $10.

  • Balance Sheet Equation:

    • Cash goes down by $10; Inventory goes up by $10, so total assets remain the same.

  • Journal Entry:

    • Debit Inventory $10 (making asset go up).

    • Credit Cash $10 (making asset go down).

  • T-Accounts:

    • Inventory shows a debit balance of $10.

    • Cash shows a credit balance of $10.

  • Total results in $70 in Cash and $10 in Inventory, balancing assets at $80.

Example 4: Increasing a Liability or Equity and Decreasing Another Liability or Equity

  • Transaction: Issue $80 in common stock to pay off a bank loan.

  • Accounts involved: Common Stock and Notes Payable.

    • Common Stock (Equity) increases by $80; Notes Payable (Liability) decreases by $80.

  • Balance Sheet Equation:

    • Liabilities decrease by $80; Equity increases by $80, with no assets involved.

  • Journal Entry:

    • Debit Notes Payable $80 (decreasing liability).

    • Credit Common Stock $80 (increasing equity).

  • T-Accounts:

    • Notes Payable T-account shows a debit entry of $80.

    • Common Stock T-account shows a credit entry of $80.

  • The balance sheet maintains its equilibrium with Assets = $70, Liabilities = $0, Equity = $80.

Journal Entry Practice

  • First Transaction:

    • BOC issues 10,000 shares of $5 par value stock for $15 cash per share.

    • Accounts involved:

      • Cash increases: Debit Cash = $150,000 (calculated as $15 * 10,000 shares).

      • Common Stock increases: Credit Common Stock at par = $50,000 ($5 par value * 10,000 shares).

      • Additional Paid-in Capital = $100,000.

    • Total debits = Total credits = $150,000.

  • Observation: Yes, there can be more than one credit or debit in a journal entry, as long as the debits equal the credits.

  • Second Transaction:

    • BOC acquires a building costing $500,000, pays $80,000 cash, assumes a mortgage for balance.

    • Accounts involved:

      • Buildings increase: Debit Buildings = $500,000.

      • Cash decreases: Credit Cash = $80,000.

      • Mortgage Payable increases: Credit Mortgage Payable = $420,000 (derived balance).

    • Total debits = Total credits = $500,000.

  • Third Transaction:

    • BOC obtains a three-year fire insurance policy, paying $3,000 premium in advance.

    • Accounts involved:

      • Prepaid Insurance increases: Debit Prepaid Insurance = $3,000.

      • Cash decreases: Credit Cash = $3,000.

    • Total debits = Total credits = $3,000.

  • Fourth Transaction:

    • BOC acquires office supplies costing $20,000 and merchandise inventory costing $35,000 on account.

    • Accounts involved:

      • Office Supplies increase: Debit Office Supplies = $20,000.

      • Inventory increases: Debit Inventory = $35,000.

      • Accounts Payable increases: Credit Accounts Payable = $55,000.

    • Total debits = Total credits = $55,000.

  • Fifth Transaction:

    • BOC pays $22,000 to suppliers.

    • Accounts involved:

      • Accounts Payable decreases: Debit Accounts Payable = $22,000.

      • Cash decreases: Credit Cash = $22,000.

    • Total debits = Total credits = $22,000.

  • Sixth Transaction:

    • BOC exchanges a building valued at $200,000 for land.

    • Accounts involved:

      • Land increases: Debit Land = $200,000.

      • Building decreases: Credit Building = $200,000.

    • Total debits = Total credits = $200,000.

  • Seventh Transaction:

    • BOC retires $1,000,000 of debt by issuing 100,000 shares of $5 par value stock.

    • Accounts involved:

      • Notes Payable decreases: Debit Notes Payable = $1,000,000.

      • Common Stock increases: Credit Common Stock = $500,000.

      • Additional Paid-in Capital increases: Credit Additional Paid-in Capital = $500,000.

    • Total debits = Total credits = $1,000,000.

  • Eighth Transaction:

    • BOC receives $600 for an order of merchandise worth $6,000, to deliver later.

    • Accounts involved:

      • Cash increases: Debit Cash = $600.

      • Advances from Customers (liability) increases: Credit Advances from Customers = $600.

    • Total debits = Total credits = $600.

  • Final Transaction:

    • BOC declares and pays $8,000 in cash dividends.

    • Accounts involved:

      • Cash decreases: Credit Cash = $8,000.

      • Retained Earnings decreases: Debit Retained Earnings = $8,000.

    • Total debits = Total credits = $8,000.

Conclusion

  • Emphasis on practice of journal entries with transactions representing debits and credits.

  • Upcoming sessions will involve extended case studies to reinforce methods of debits and credits in accounting operations.

  • Encouragement for students to engage with future content for better understanding.