QuickBooks Online: Create Sales Receipts

Do you sell items or services to customers and get paid on the spot?

Learn how to create sales receipts in QuickBooks:

Open sales receipt

Go to the Plus Sign Menu and under Customers choose Sales Receipt.

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Enter your Customer’s Name

Enter the name of the customer who is paying you. If this is a new customer, click Save. You can also give them a generic label like “Internet Sales.”

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quickbooks.jpg

Enter Products or Services

Enter the products or services you provided for this customer and any information about this product or service. If this is a new product or service, type it in and click Add. Enter information about this service.

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quickbooks.jpg
quickbooks.jpg

Choose an Income Account

In the Product or Service Information window, choose the Income Account. This is not a bank account it is a bookkeeping account. Click Save.

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Enter Payment Method

Enter the Payment Method your customer used to pay you. If they paid by check, enter the check number into the Reference No. field.

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quickbooks.jpg

Choose Bank Account

nder Deposit To, choose the bank account you deposited the money into. If you group this check with other checks and cash deposited simultaneously, choose Undeposited Funds.

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Print Preview & Printing

To see what this receipt will look like if you print it out, go to the Homepage and click the Plus Sign. Under Customer, choose Sales Receipt. Then click Print or Preview. If everything is in order, you can print the receipt from this Print Preview by clicking Print.

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quickbooks.jpg

Saving for Later

If you’re not printing this receipt, save it or press Ctrl + Alt + D to save and close it.

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Record the Deposit

Now you will need to record this collective deposit in Quickbooks. From the Homepage, go to the Plus Sign Menu and under Other, choose Bank Deposit. Choose the right account and then enter it under Add New Deposits.

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quickbooks.jpg

Finished

This task takes about 5 minutes.


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