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How to enter paypoint sales

 
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QuickBooks Team

How to enter paypoint sales

Good day, k1t2.

 

There are two options on how you can enter your Paypoint sales in QBO. 

 

First is to manually record them. Here's how:

 

  1. Click the + New button in the left-hand corner.
  2. Select a type of transaction (Invoice, Receive payment, or Sales receipt) under the Customers section.
  3. Enter the name of the customer, the payment date, and amount.
  4. Type in all other details such as product or service item in the Product/Service column.
  5. Click Save or Save and close

Second option is to import a number or transactions using a csv file. You can get a copy of the file from the bank where your Paypoint sales are deposited.

 

Please open this article where you can get more details how this feature works: Import bank transactions using Excel CSV files.

 

I'll be around if you need anything else.