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If I'm receiving a cash transaction, how do i add that my quickbooks?

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QuickBooks Team

If I'm receiving a cash transaction, how do i add that my quickbooks?

Let me first welcome you here in the Community, thecultureva-gma.


Thanks for choosing QuickBooks as your accounting partner. I'm here to guide you through the process of adding cash transactions.


In QuickBooks Online, income should be recorded as Sales Receipt for cash basis transactions. This is used when your customer pays you on the spot for products or services.


Here's how:

  1. Go to the + New menu.
  2. Select the Sales receipt tab.
  3. Choose the name of your customer.
  4. Enter the necessary details.
  5. Once done, click Save and close.


Additionally, you can customize your sales receipts in QuickBooks. This way, you'll be able to personalize the info you'd like to see.


I'm also adding an article about the two account types that you see if you report on a cash basis. This helps you ensure the record of the customer and vendor transactions are accurate: What's Unapplied Cash Payment?.


Feel free to click the Reply button if you have other questions about managing your QuickBooks transactions. Doing so helps us provide an accurate answer for you.

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