If you’ve ever received a payment at the time of a sale (instead of invoicing the customer), you’ll want to create a sales receipt. In QuickBooks this is a fairly simple process.
From the menu bar click Customer (1) and click Enter Sales Receipt (2). Once the Sales Receipt displays, select the appropriate Customer: Job (3) from the Customer: Job dropdown, select the payment method (4), select the item from the ITEM dropdown (5), add a description in the DESCRIPTION ﬁeld (6), add the quantity in the QTY ﬁeld (7), add the rate in the RATE ﬁeld (8), if applicable add the check number in the CHECK NO. ﬁeld (9), and once complete click the Save & Close button (10).
Click on the screenshot below for a larger view.
Author: Scott Meister, CPA
I help small businesses, accountants, bookkeepers, office managers, and business owners with their accounting needs. I’ve used QuickBooks since 2002 and train folks on how to use it efficiently. I create high-quality video training tutorials for QuickBooks and post them on QBScott.com
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