Questions

Click the + or New button, I think in the upper left corner of the window, and then pick the appropriate transaction type from the list presented there.

Thank you for dropping by the forum and sharing your queries. Let me provide you with a general overview of the Customers and Vendors sections in QuickBooks Online.

I agree with BigRedConsulting. You can go to the + New in QuickBooks Online, where you can see the Customers section. It is where you manage all customer-related information. You can add new customers, estimates, invoices, receive payments, or create other transactions. The Vendors section is where you handle information related to suppliers, service providers, or anyone else you pay for goods or services. You can add new vendors, enter bills, or make payments.

To help you record cash sales memos, you can create invoices in QBO. Next, create and record checks for your accounts payable check. And then record order memos by creating estimates. On the other hand, you can record purchase orders as is because it's available on the platform. Lastly, you can receive payment to record your payment memos. You may follow some of these steps:

Record payment for a single invoice

1. Go to + New.
2. Choose Receive payment.
3. From the Customer dropdown, select the name of the customer.
4. Select the payment method (credit card, debit, PayPal, Venmo, or ACH bank transfer) from the Payment Method dropdown.
5. From the Deposit to dropdown, choose the account you put the payment into.  
6. In the Outstanding Transactions section, select the checkbox for the invoice you're recording the payment for.
7. Enter the Reference no. and Memo if needed.
8. Click Save and close.

I'm adding these articles you can use in the future:

• Enter and manage bills and bill payments in QuickBooks Online.
• Email receipts and bills to QuickBooks Online.

Feel free to post here again if you have further QuickBooks-related concerns. We are available 24/7 to lend a hand with each of your queries. Stay safe!