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The right or easy way to record sales, from like a trade show, website orders and in home....

I am new to quickbooks and think I am making this way more difficult than it should be... Here are a few examples and how I am doing it now...

 

1. Sell a product in home that I am drop shipping, ran a credit card in the home for full amount. 

 

On quickbooks I make an invoice for it. When I receive payment from cc company I apply the amount and add lines to deduct cc fees. ( I use square so they do it per transaction)

 

When my supplier bills me I mark it as an expense for COG sold.

 

 

2. Trade show. I sell 9 different products. and receive a combination of cash/card. Customer takes product from my inventory. if sell 100's of said products. 

 

On quickbooks I create 1 invoice with each of the products (9lines) and the number sold for each. Then I assuming I will take the amount deposited from CC company and cash deposited and pay and apply to the invoice? 

 

3. Website orders. I get like 1 or 2 a day. Do I need to make an invoice for each order? and do the whole process? 

 

Or is there an easier way to enter sales.. Seems like a lot of steps for each sale. 

 

 

 

1 Comment
Community Contributor **

Re: The right or easy way to record sales, from like a trade show, website orders and in home....

I was going to answer your question, but then found this video which I think will answer your question much better! The handy chart they provide is awesome.

 

https://quickbooks.intuit.com/community/Getting-started-with-QuickBooks/The-Fundamentals-of-QuickBoo...

 

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