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Entering QuickBooks Sales Receipts (Assuming you want to track sales by customer)
The following instructions detail how to create sales receipts in QuickBooks ASSUMING YOU WANT TO TRACK SALES BY CUSTOMER OR JOB. If you don't want to track sales by customer or job, see our QuickBooks tutorial titled Entering QuickBooks Sales Receipts (Assuming you don't want to track sales by customer).
Entering sales receipts instead of invoices is the logical choice for companies that receive payment in full at the time they deliver their product or service. Sales receipts are easy to use and allow companies to track individual sales, calculate sales tax and print receipts.
To enter a sales receipt, click Enter Sales Receipts from the Customer menu.
Fill out the Sales Receipt by entering the Customer:Job, the Class (if you use QuickBooks Classes), the Date, the Payment Method, and then the items purchased and details (description, quantity, rate). Then enter a memo to your customer if you want to. Finally, check whether the sales receipt is to be printed, emailed, neither or both (depends on whether or not you want to give your customer a copy of the sales receipt and, if so, how) and then Save.
After entering the sales receipt, remember to deposit the money you received. Until you do, the money will show up in QuickBooks as Undeposited Funds. Deposit it by going to the Banking menu, selecting Make Deposits, selecting the amount in the Make Deposits window, and then saving.
