Create and send sales receipts in QuickBooks Online
by Intuit•48• Updated 3 days ago
Don't let a single sale go unrecorded. When a customer pays you on the spot, a sales receipt is how you record it in QuickBooks. Without it, that payment won't show up in your income or your reports. It only takes a minute to create one.
| Waiting for payment instead? Create an invoice rather than a sales receipt. |
Create a sales receiptÂ
Recording a sale takes less than a minute and ensures your income reports are always correct. Open the sales form now to follow along in your account.
Tip: If you use QuickBooks Payments, here's how to process credit card payments from customers.
- Select + Create, then select Sales receipt (Take me there).
- Select Sales receipt.
- Select the customer from the Customer dropdown. Note: If you haven’t set up your customer yet, select + Add new.
- Enter the sales info, such as the Payment method.
- From the Select a product/service â–Ľ dropdown, select the product or service that you sold.
- (Optional) You can edit your line item’s quantity or rate in the Qty and Rate field.
- When you're done, select Save and send to email the receipt.
Your sale is now in QuickBooks and will show up in your income reports automatically.
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