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:
- Go to +Create > Sales receipt.
- Choose or create a Customer from the dropdown menu.
- Enter the Sales Receipt Date, choose your Payment method, and select the Account where the funds were deposited.
- 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:
- Go to Accounting > Bank Transactions.
- Locate and click the specific transaction.
- Select the payee in the From/to dropdown menu.
- 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.