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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 receipt 

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.

  1. Select + Create, then select Sales receipt (Take me there).
  2. Select Sales receipt.
  3. Select the customer from the Customer dropdown. Note: If you haven’t set up your customer yet, select + Add new.
  4. Enter the sales info, such as the Payment method.
  5. From the Select a product/service â–Ľ dropdown, select the product or service that you sold.
  6. (Optional) You can edit your line item’s quantity or rate in the Qty and Rate field.
  7. 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.