Small Misc Cash Sales

DEW2022 · ‎November 17, 2023

We use QuickBooks Enterprise Desktop for Contractors.

We also use a 3rd party program called Clock Shark to track our labor hours & costs by project for job costs.

Every once in a while, we sell a miscellaneous part for cash.

If we set up a placeholder job to invoice and receive cash payments, it gets picked up as if it were a new job in this labor tracking software (Clock Shark) as an option to book one's time.

Is there a better way to account for these intermittent and minor cash sales without having a job associated with it?

The customers do want some kind of invoice, so that is why we were using this placeholder job to process the transaction.

AnneMariee · ‎November 17, 2023

Thanks for taking the time to share your concern, DEW2022.

Allow me to give you options to record your intermittent and minor cash sales without having a job associated with it.

First, you can create an invoice to record a sales transaction for customers who make no or partial payments during the sale. Here's how to do it:

From the Home screen, click the Customers menu.
Select Create invoices.
From the Customer: Job drop-down, select a customer. If the customer is not on the list yet, you can tap Add New.
In the detail area, select the item/s. The description and amount will automatically populate based on the details you entered when you first set it up.
Select Save & Close.

You can also record a sales transaction using a sales receipt if you receive full payment at the time of the transaction. I'll give you the steps on how to make one.

On the Customers menu, click Create Sales Receipts/Enter Sales Receipt.
From the Customer: Job drop-down, select a customer.
Fill in the relevant information at the top of the form, like the Date and Sale No.
Choose the payment method.
Select the item(s) included in the sale in the detail area.
Click Save & Close.

Please note that if you want to apply discounts, you'll need to create a discount item. Also, make sure that you select a customer on the Customer: Job drop-down. This way, Clock Sharp will not recognize it as a job.

However, if your transactions still get tagged as a job by Clock Shark, you'll need to reach out to their support team. They can give you more information on how to set their program up so that your transactions don't get picked up as an option to book one's time.

To learn more about how to track customer transactions, see this article: Get started with customer transaction workflows in QuickBooks Desktop.

For future help, check out this article to help guide you in recording deposits: Record and make bank deposits in QuickBooks Desktop.

Keep me posted if you have additional concerns about recording your sales transactions. I'll be around to assist you. Keep safe!

View solution in original post

AnneMariee · ‎November 17, 2023

Thanks for taking the time to share your concern, DEW2022.

Allow me to give you options to record your intermittent and minor cash sales without having a job associated with it.

First, you can create an invoice to record a sales transaction for customers who make no or partial payments during the sale. Here's how to do it:

From the Home screen, click the Customers menu.
Select Create invoices.
From the Customer: Job drop-down, select a customer. If the customer is not on the list yet, you can tap Add New.
In the detail area, select the item/s. The description and amount will automatically populate based on the details you entered when you first set it up.
Select Save & Close.

You can also record a sales transaction using a sales receipt if you receive full payment at the time of the transaction. I'll give you the steps on how to make one.

On the Customers menu, click Create Sales Receipts/Enter Sales Receipt.
From the Customer: Job drop-down, select a customer.
Fill in the relevant information at the top of the form, like the Date and Sale No.
Choose the payment method.
Select the item(s) included in the sale in the detail area.
Click Save & Close.

Please note that if you want to apply discounts, you'll need to create a discount item. Also, make sure that you select a customer on the Customer: Job drop-down. This way, Clock Sharp will not recognize it as a job.

However, if your transactions still get tagged as a job by Clock Shark, you'll need to reach out to their support team. They can give you more information on how to set their program up so that your transactions don't get picked up as an option to book one's time.

To learn more about how to track customer transactions, see this article: Get started with customer transaction workflows in QuickBooks Desktop.

For future help, check out this article to help guide you in recording deposits: Record and make bank deposits in QuickBooks Desktop.

Keep me posted if you have additional concerns about recording your sales transactions. I'll be around to assist you. Keep safe!

DEW2022 · ‎November 26, 2023

Thank you. I figured it was something simple.

Topics

Training

Community

Resources

Small Misc Cash Sales