Creating sales receipts for cash sales is very useful when a payment and transaction occur at the same time. After clicking Create Sales Receipts, you can add in information about the transaction, including payment method, items bought, quantity, price, tax rate and more. A receipt can be printed as well. QuickBooks will process this sale and add it to its deposits. This online video highlights the essentials about writing such receipts in QuickBooks Pro.
Here are two trees of olive oil, we also…offer our olive oil on a cash and carry basis.…People can come in and buy bottles of olive oil right here and now.…To do that, you can create a sales receipt for a customer.…That's a means of making the transaction and getting the cash at the same time.…You're not sending out an invoice, mailing or…emailing it to them and waiting for the payment.…The payment happened at the same time.…So lets click Create Sales Receipts.…The first thing I need to do is select the Customer Job.…If it's a walk-in new customer you can also select Add New,…but in this case I'll pick a customer, they're paying by cheques.…
So I'll choose cheque and I can enter the cheque number on the right hand side.…Now I can simply line item all the things that they're buying.…I can pick the product, choose the quantity.…I can adjust the price if I need to, choose their tax rate, put in any customer…message if I want, and I can print them a receipt.…When I'm all done, I can click Save and close.…And it's telling me that I've changed my tax item.…
Author
Jess Stratton
Released
11/19/2013- Setting up a new company file
- Working with the chart of accounts
- Adding bank accounts and credit cards
- Setting up sales tax
- Adding customer, vendor, and employee profiles
- Billing customers
- Receiving payments
- Handling refunds
- Recording deposits
- Paying employees
- Sharing QuickBooks with others
- Running reports
Skill Level Beginner
Duration
Views
-
Introduction
-
Welcome54s
-
-
1. Navigating QuickBooks
-
A tour of the interface2m 35s
-
-
2. Working with Company Files
-
3. Setting Up Shop
-
Setting up sales tax6m 26s
-
Adding vehicles1m 52s
-
Editing company information1m 20s
-
4. Adding Customers
-
Working with leads1m 51s
-
5. Working with Vendors
-
6. Adding Employees
-
7. Day-to-Day Operations
-
Creating estimates6m 42s
-
Entering vendor bills1m 25s
-
Invoicing customers4m 36s
-
Progress invoicing customers2m 35s
-
Receiving payments3m 20s
-
Entering credit card charges2m 25s
-
Recording deposits3m 30s
-
Paying vendor bills1m 58s
-
Printing checks3m 1s
-
Working with jobs2m 36s
-
-
8. Handling Special Cases
-
Taking care of refunds2m 35s
-
Handling customer credits2m 28s
-
Fixing mismatched data5m 34s
-
Discounts2m 30s
-
Entering statement charges2m 15s
-
Assessing finance charges2m 13s
-
Memorizing transactions3m 18s
-
Reconciling bank accounts3m 37s
-
-
9. Payroll
-
Turning on payroll2m 16s
-
Setting up payroll items2m 53s
-
Paying employees3m 38s
-
-
10. Online Banking
-
11. Sharing QuickBooks with Others
-
Enabling multiuser mode3m 30s
-
-
12. Finding Information Quickly
-
Using the Snapshot tool2m 49s
-
Searching for data2m 30s
-
Filtering lists1m 48s
-
Classes1m 57s
-
-
13. Reports
-
Introduction to reports2m 51s
-
Filtering a report2m 3s
-
-
14. End-of-Year Preparations
-
Setting up 1099 forms4m 44s
-
Closing the books2m 9s
-
-
15. Customizing QuickBooks
-
Conclusion
-
Next steps34s
-
Take notes with your new membership!
Type in the entry box, then click Enter to save your note.
Press on any video thumbnail to jump immediately to the timecode shown.
Notes are saved with you account but can also be exported as plain text, MS Word, PDF, Google Doc, or Evernote.
Share this video
Embed this video
Video: Creating sales receipts for cash sales