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brooke050870
Level 1

Entering Invoices and Receipts into Online QuickBooks Simple Start

I don't understand how to enter my husband's receipts into the online QuickBooks Simple Start program, or how to enter his paid invoices.  To be clear, I just want to manually enter any business related receipts generated by my husband, such as meals while traveling or fuel for his truck, and income from invoices after his customers have paid him.  Anyone?

3 Comments 3
MichelleBh
Moderator

Entering Invoices and Receipts into Online QuickBooks Simple Start

I've got you, @brooke050870. I'm happy to outline the detailed steps to add transactions manually in QuickBooks Online (QBO) Simple Start. It only takes a few clicks, and you'll be a pro in no time!

 

You have two options to record your husband's invoice in the system. The first option is to follow the accounts receivable process (Invoice➡, Received payments ➡ Bank Deposit). Check out these articles for complete instructions: 

 

 

The second option is to create Sales Receipts to expedite the process. Proceed as follows: 

 

  1. Go to the Plus icon and select Sales Receipts
  2. Pick the customer from the Customer dropdown. Note: If you haven't set them up in QuickBooks yet, select Add a new customer.
  3. Choose the appropriate account in the Deposit to dropdown. 
  4. Enter the sales information such as Product/services, Descriptions, Amount, etc. 
  5. Click Save or Save and Send

 

For visual reference, click this link: Create and send sales receipts in QBO

 

For meals and fuels, I'd recommend recording them using Check or Expenses if they are expenditures.

 

For more information about managing your customer accounts, see our video tutorial and QuickBooks help articles for your future reference.

 

Further, check out this article to find out the different reports available in your subscription and personalize sales forms in QuickBooks: 

 

 

Remember that you can always ask me about any topics or other processes within QuickBooks. Feel free to leave a message, and I'm happy to help. Take care, brooke050870.

brooke050870
Level 1

Entering Invoices and Receipts into Online QuickBooks Simple Start

Hi MichelleBh, 

 

Thank you SO MUCH!!!!!  

 

I do think when I tried to go into Expenses to add his receipts, it gave me some trouble, but I am going to save your message and try it again.  I really appreciate your help.  I am not an accountant and I don't have anything other than basic computer skills.  Thank you again.  :)

 

--Brooke050870

JasroV
QuickBooks Team

Entering Invoices and Receipts into Online QuickBooks Simple Start

You're always welcome, @brooke050870.
 

In case you have other follow-up questions about your invoices and sales receipt, you're always welcome in the Community space.

 

I'll be more than happy to assist you anytime. Keep safe and have a dazzling day ahead!

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