Hi there, @Billy49.
It's nice to have you here in the Community today. Allow me to address your concern about tracking sales on a cash basis in QuickBooks Desktop.
When tracking a sales transaction in QuickBooks, there isn't a way to deposit a cash basis transaction direct from the customers account. This should go through the process, from Invoices to Received Payment down to Deposit.
However, you have the option to use the Sales Receipt. You can do this if you receive full payment at the time of the sale. Sales receipts include payments by cash, check or credit card.
To do that:
- Click on Customers.
- Select on Create Sales Receipt.
- From the Customer: Job drop-down, select a customer or job. If the customer is not on the list yet, you can click Add New.
- Fill in the relevant information at the top of the form like the Date and Sale No.
- Choose the payment method.
- In the detail area, select the item(s) you propose to do or include as a sale.
- If you want to apply a discount, you need to create a discount item.
- Click Save & Close.
To learn more about how Sales Receipts works in QuickBooks, please check out this article: Create sales receipts.
I'd also encourage you sharing this idea to our developers. This way our they will be able to determine features that need to be added in future updates.
In order for them to account your suggestions, please follow these steps on your QuickBooks Desktop account:
- Click the Help menu bar.
- Scroll down to Send Feedback Online.
- Select Product Suggestion.
- Choose Product Suggestion for the Type of Feedback.
- Product Area is optional.
- Enter your suggestion.
- Click Send Feedback.
Keep me posted if you have any other questions. I'll make sure to get back to you. Wishing you and your business continued success.
