Best Practices for Sales Reporting

Thanks for reaching out to the Community, GolfNut72.
 

To properly determine the best method of entering your client's sales and deposit information, I'd recommend working with an accounting professional.
 

If you're in need of one, there's an awesome tool on our website called Find an Accountant. All ProAdvisors listed there are QuickBooks-certified and able to provide helpful insights for driving your business's success.
 

Here's how it works:

1. Go to our Find an Accountant page.
2. In the Find an expert in section, choose what you're looking for, then use your search field to enter a City or ZIP code.
   
3. Select Search.
   
4. Browse through the results and find one that works best for your business. You can click on each ProAdvisor's profile to learn more information about them.
   

Once you've found an accountant, they can be contacted through their Send a message form:

1. Use the available text box to introduce yourself. Be sure to include details about which services you're looking for.
   
2. Enter your appropriate info in the Your name, Your email, and Your phone number (optional) fields.
   
3. Hit Send message.
   

I've additionally included a few detailed resources about working with banking, invoices, and reports that may come in handy moving forward:

• How to use Online Banking, Connect Bank Accounts, & Review Bank Feeds
• Create invoices
• Reports included in your subscription
• Customize reports

Please feel more than welcome to post a reply if there's any questions. Have an awesome day!

@GolfNut72 

Which 3rd party processor app do they have?