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dujonbovelle
Level 1

How do i add income without creating a invoice

I get paid through my bank or cash. How do i record it as income

1 REPLY 1
ThomasJosephD
QuickBooks Team

How do i add income without creating a invoice

Hi @dujonbovelle , you can create a Sales Receipt to record the payment you receive through cash. This method records the sale and payment without creating an invoice.

 

To create a sales receipt:

 

  1. Go to +Create > Sales receipt.
  2. Choose or create a Customer from the dropdown menu.
  3. Enter the Sales Receipt Date, choose your Payment method, and select the Account where the funds were deposited.
  4. Select your Product/services, enter the necessary Qty and Rate, then click Save.

 

If you receive payment via a bank account connected to QuickBooks, you can categorize the income directly from your bank feed by following these steps:

 

  1. Go to Accounting > Bank Transactions.
  2. Locate and click the specific transaction.
  3. Select the payee in the From/to dropdown menu.
  4. Choose the correct Account and Product/Services, then click Post.

 

If your bank is not connected, you can create a bank deposit manually by going to +Create > Bank Deposit. Choose the correct Account, enter the transaction details, and click Save.

 

Please let us know if you require further assistance.

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