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December 28, 2020
Question

Hi. I need to enter my sales for all entries previous to me signing up and the app connecting to my bank. How do I enter one value for the month?

  • December 28, 2020
  • 1 reply
  • 3 views
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1 reply

MaryLurleenM
Level 6
December 28, 2020

Welcome to the Community, adrianfielding-m.

 

If you want to record your sales for the whole month as one big transaction, you can create a sales receipt.

 

Here's how:

  1. Click + New on the left pane.
  2. Select Sales receipt.
  3. Select the customer from the Customer dropdown. You can create a customer name just for this transaction.
  4. Enter the sales info, such as the payment method.
  5. Enter line items for the products and services you sold.
  6. When you're done, select Save.

You might want to categorize your downloaded banking transactions in the future, please check this article for more information: Categorise and match online bank transactions in QuickBooks Online.

 

Let me know if you have other questions.