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andreamarieclayt
Level 1

I am in the process of setting up a business bank account and need to input all my sales (cash and credit card payments) onto this, how do I do it?

 
2 REPLIES 2
Rose-A
Moderator

I am in the process of setting up a business bank account and need to input all my sales (cash and credit card payments) onto this, how do I do it?

I'd be glad to provide you the step-by-step process of how you can input your sales onto your account, andreamarieclayt.

 

Once your account is set up, you can input your cash sales and credit card payments using sales receipts. Here's how:

 

  1. Click + New in the left panel and choose Sales receipt.
  2. Select a Customer.
  3. From the Payment method, choose Cash or Card.
  4. Choose an account where you want to deposit the sales amount.
  5. Add other sales information.
  6. Enter line items for the products and services you sold.
  7. Hit Save and close.

 

In case you need help and ideas on how to customise and utilise your sales forms in QuickBooks, you can visit the following article: Customise invoices, estimates, and sales receipts in QuickBooks Online. This will give you steps about adding fields as well as changing its colour scheme.

 

Feel free to leave a comment below if there's anything else you need. I'll be around to help if you have any other questions or follow-up concerns about recording sales. The Community and I will help you.

Rose-A
Moderator

I am in the process of setting up a business bank account and need to input all my sales (cash and credit card payments) onto this, how do I do it?

Hi, andreamarieclayt.

 

Hope you're doing great. I wanted to see how everything is going about the sales transactions you had the other day. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I'd be happy to help you at anytime.


Looking forward to your reply. Have a pleasant day ahead!

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