Sole trader plus need to enter daily cash sales

Switching to a new layout can be tricky when familiar buttons aren't where you expect them to be. To log your daily cash and card sales in QuickBooks, you'll use a sales receipt instead of a standard transaction button.
 

Here's how to add your daily takings:
 

1. Go to + Create and select Sales receipt.
2. Select the customer from the dropdown menu.
3. Choose a product or service.
4. Edit the quantity or rate in the Qty and Rate fields.
5. Fill out any other necessary fields and select Save.
    

To view your previous year's accounts and transactions, you can easily adjust your report period so you aren't stuck looking at just the current month.
 

Here's how to dig into the past:
 

1. Go to the Reports menu.
2. Select Profit and Loss.
3. Change the date filter at the top to Last Tax Year.
    

For more details, you can also check out the article "Customise reports in QuickBooks".
 

Have more questions? Drop a reply below.