In QuickBooks, users while keeping a track of payment transactions by customers can opt for using a sales receipt or an invoice. A sales receipt is used in QuickBooks when the user receives full payment by the customer at the time of sale and the customer pays the amount using only one mode of payment, maybe the credit card or debit card.
It is very essential to keep a track of sales for any business, and the QuickBooks Accounting software helps it to do so. Each time a payment is made by the customer, the user can create a sales receipt by entering the item number and filling all the details, which remain stored in the system, and this can be used to create financial reports or carry out other accounting procedures later. Sometimes users are not able to enter item number on sales receipt in QuickBooks or create a sales receipt on their own. In such cases, professional support is required. This article provides you guidelines to create a sales receipt.
Create a sales receipt and enter item number on sales receipt in QuickBooks by doing the following steps:
- Go to QuickBooks
- Open it
- Click on “Create Sales Receipts”. This icon is present on the QuickBooks homepage.
- Go to “Customer: Job” space
- Enter a customer or job name in the field to track the sale
- Alternately, you can use the arrow tab to select an existing customer from the drop-down menu.
- Now, go to the “Item column”
- Select the item from the drop-down menu
- If it is a new item, you have to enter a new item name. A pop-up window appears, click on “Type” to select the item type of the new item. Also, fill in the “Description” field.
- You also need to select the account type using the “Account” tab.
- Next, give the item rate, including the tax code
- Click on “Save & Close”
- Sales receipt window appears
- Choose the quantity sold
- Click on the “Payment Method” and choose the correct mode
- Next, click on the checkbox of either “To be printed” or “To be e-mailed”
- Click on “Save & Close”
This is how you create a sale receipt and save it for your records.
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