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October 20, 2020
Question

Hello! I conduct business 2 ways in person sales for which I have on hand inventory for and a website which is not my inventory. How do I enter these sales?

  • October 20, 2020
  • 1 reply
  • 1 view
I receive the net of the entire months sales in a lump sum. It is sale less COGS less 3% fee for this service. Thank you, Cindy

1 reply

Level 8
October 20, 2020

Good Afternoon, @cindy95

 

It's great to see you back in the QuickBooks Community. I can walk you through some steps that could be an option for your business about how to enter these sales into your QuickBooks Online (QBO) account. 

 

You can use single sales receipts to record total daily sales in QBO if you use a separate Point of Sale program (If you simply don't invoice customers). This will help keep your reports accurate. 

 

Here's how: 

 

Step 1: Create a customer for daily sales

 

  1. Go to the Sales tab in the left-hand menu bar. 
  2. Select the Customers section. 
  3. Enter "Daily Sales."
  4. Press Save

 

Step 2: Set up accounts for daily sales

 

  1. In the toolbar at the top right-hand corner, click on the Gear (Settings) icon. 
  2. Pick Chart of Accounts under the "Your Company" column. 
  3. Hit New at the top right. 

 

Step 3: Set up items for daily sales

 

You can set up a category to keep your item organized. Afterward, the items are next to set up. 

 

Step 4: Create the Sales Receipt

 

  1. Go to the +New button on the left-hand menu bar. 
  2. Under the "Customers" portion, choose Sales Receipt
  3. Enter all the required information and tap Save and Close when ready. 

 

Learn more about recording sales through this link. This article shares charts with account names and descriptions that may come in handy with some of the steps above. 

 

Let me know if this helps. I want to make sure that you're able to get back to running your business. I'm always here to lend a helping hand. Take care!