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Level 1

Trying to setup Daily Sales but I keep having the taxes amount in total at the end.

I have set up sales items and all to make Daily Sales Records but I can't make the Total to Zero in my clearing account...

 

Capture d’écran (4).jpg

 

What do I do wrong

 

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QuickBooks Team

Trying to setup Daily Sales but I keep having the taxes amount in total at the end.

Hi there, 

 

I appreciate you sending a screenshot of what you're seeing on your end. I'll be happy to show you how to record daily sales in QuickBooks. 

 

You can enter a single sales receipt to report the total daily sales in QuickBooks if you use a separate Point of Sale system. Or if you simply don't invoice customers. This saves you time, while still keeping your income reports accurate.

 

Here's a step-by-step guide to help you get you started.

 

Step 1: Create a customer for daily sales

 

You'll only use this customer account on your "end of day" sales receipt.

  1. From the left menu, select Sales, then Customers.
  2. Select New customer.
  3. Enter "Daily Sales."
  4. Select Save.

Step 2: Set up accounts for daily sales

 

Make sure your Daily Sales accounts are set up right. Doing so can help you a lot with accurate income reporting.

To set up daily sales accounts:

  1. Select the Gear icon on the Toolbar.
  2. Under Your Company, choose Chart of Accounts.
  3. Select New at the top right.
  4. Set up these accounts:

To find out more about these steps, I encourage you to reference this helpful article: Record your total daily sales.  In case you have other questions, feel free to contact our support team using this link here.