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hcorson
November 30, 2018
Question

What is the "New Sale" option used for under the New Transaction Tab?

  • November 30, 2018
  • 7 replies
  • 19 views
No text available

7 replies

Rasa-LilaMQuickBooks Team
QuickBooks Team
November 30, 2018

It’s nice to see you here in the Community, hcorson.


I’d love to provide information about the New Sale option showing in your account.


This feature will help you and your clients manage business time. With the New Sale option, you can start accepting payments such as credit cards, debit cards, and bank transfers.


To learn more on how the New Sale feature efficiently tracks customer payments, I recommend contacting our Merchant Services Team. You’ll find the contact information through the following link: Which Payments product do you need help with?

 

If you have additional questions about the QuickBooks Payments feature, click on the topic found in this article: QuickBooks Payments.

 

Don't hesitate to leave a comment below if you have questions about working in QBO. I'd be glad to help. Have a great rest of your day.

Snowdenfarm
January 30, 2019

Why does it only accept card and transfer transactions?  Will it be updated to include cash and check transactions soon?  Will we be able to limit a user to only the "New Sale" feature?  I have given this feedback through QBO, but would love to know if these items are in the works or if I have to purchase a third-party POS. 

    JanyRoseB
    Level 5
    January 30, 2019

    Hi there, @Snowdenfarm.

     

    Thanks for taking the time to reached out to us. I'm here to help provide some additional information about the New Sale feature. 

     

    When using Merchant service, the New Sale feature allows you to accept online payments such as credit cards, debit cards, and bank transfers. Since the cash and check transactions are not included in this feature, what you can do is create an Invoice or Sales receipt in QuickBooks Online (QBO).

     

    You can check these articles for the detailed steps and to learn more about Invoice and Sales receipt: 

    I appreciate you for sending feedback which helps our Product Development team decide which feature will be implemented on the next future update. I can see how the feature you're requesting would benefits your business, and I'm also preparing a feedback submission right now. 

     

    To provide you further information on how New Sale feature works, you may contact our Merchant Service Team by visiting the article link provided by my colleague on her post above. 

     

    Please know that you're always welcome to post if you have any other questions. We're always here to help you out. Wishing you and your business continued success. 

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