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Level 3

Categorizing tryout fees


We held club tryouts and there was a small fee of $10 involved. Most were e-transfers received from the participant themselves and not the parent. Can I categorize these into my general Sales account without a sales a receipt or creating an account for the participant?

thank you

3 Comments 3
QuickBooks Team

Categorizing tryout fees

Hi there, dawz007,


I'm here to make sure you'll be able to add fees to QuickBooks Online.


You'll need to create a sales receipt before you can add a fee in QuickBooks Online. 


Here's how:


  1. Click + New.
  2. Choose Sales receipt
  3. Tap the customer from the Customer dropdown. Note: If you haven't set them up in QuickBooks yet, Hit Add a new customer.
  4. Provide the sales info, such as the payment method.
  5. Enter line items for the products and services you sold.
  6. When you're done, select Save and next to move the receipt to the next one.


You can check out this article for more information: Create and send sales receipts in QuickBooks Online.


Just in case you want to learn how to receive customer payments online and in-person sales, you can check this article: Take and process payments in QuickBooks Online.


Stay connected with me if you have more questions about managing you in QuickBooks Online. I'll be around to help


Level 3

Categorizing tryout fees

Ok so I do need a sales receipt for each participant. I thought I could get away with just categorizing into “Sales”.


Categorizing tryout fees

I appreciate you for getting back to us, dawz007.


Yes, you'll have to create a sales receipt. The system will recognize it as sales automatically.


Also, if you use QuickBooks Payments, here's how to process credit card payments from customers.


Keep me posted whenever help is needed. I'll be around to guide you!

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