How to record sales

I’m glad to see you in the Community, accounts478.

QuickBooks Online can help track your business sales and payments. Sales are recorded through sales receipt (cash) or invoice and receive payment for deferred payment.

Let me show the steps on how to input a sales receipt. I’ll help and make sure the process is a breeze for you.

1. In QBO, press the New menu in the upper-left and choose Cash memo.
2. This will open a page where you can enter the transaction details.
3. Click the Customer drop-down to select your client’s name.
4. Fill in the field boxes and make sure the information is the same as the actual transaction.
5. Click Save.

To enter an invoice and account for the payment, follow the recommended steps in the following links:

• Create invoices in QuickBooks Online
• Record invoice payments

Additionally, this article provides detailed information about invoices and sales receipts. It includes the steps on how to close the sales entry: When to use an invoice or a sales receipt in QuickBooks?

Keep me posted below if you have other QuickBooks concerns. I’ll get back to help and make sure you’re taken care of. Enjoy the rest of the week.