cancel
Showing results for 
Search instead for 
Did you mean: 
John Hutchinson
Level 1

Can I enter Sales Receipts in QB online? I have been using QB Desktop 2019. It was east from the home page.

I have a POS (Clover) and want to keep my credit card processor for now. I need the Data for my monthly reports and Sales tax.
2 Comments 2
Kristine Mae
Moderator

Can I enter Sales Receipts in QB online? I have been using QB Desktop 2019. It was east from the home page.

Yes, you can create a sales receipt in QuickBooks Online, John Hutchinson. I'm here to guide you.

 

You can follow these steps:

  1. Click the New or Plus sign (+) button.
  2. Select Sales receipt.
  3. Fill in the necessary fields.
  4. Click Save and close

Once done recording the transactions, you can pull up a report, like Transaction List by Customer, to check your monthly data. 

 

Let me add this article to help you learn more about how and when to create the transaction: Create and send sales receipts in QuickBooks Online.

 

Feel free to get back to this thread if you have more questions. We're right here to help you. Keep safe!

Fiat Lux - ASIA
Level 15

Can I enter Sales Receipts in QB online? I have been using QB Desktop 2019. It was east from the home page.

@John Hutchinson 

Prepare the Sales Receipts data

RefNumberCustomerTxnDateShipDateShipMethodNameTrackingNumLocationClassBankAccountPaymentMethodPaymentRefNumberBillAddrLine1BillAddrLine2BillAddrLine3BillAddrLine4BillAddrCityBillAddrStateBillAddrPostalCodeBillAddrCountryShipAddrLine1ShipAddrLine2ShipAddrLine3ShipAddrLine4ShipAddrCityShipAddrStateShipAddrPostalCodeShipAddrCountryPrivateNoteMsgCurrencyExchangeRateBillEmailToBePrintedToBeEmailedShipAmtShipItemTipAmtDiscountAmtDiscountRateTaxRateTaxAmtDiscountTaxableLineServiceDateLineItemLineDescLineQtyLineUnitPriceLineAmountLineClassLineTaxable
101Janice Johnson01/10/2020     CheckingCheck20013110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!  [email address removed]NY    0.02  Y Leather CaseLeather Case210  TAX
101Janice Johnson01/10/2020     CheckingCheck20013110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!  [email address removed]NY    0.02  Y Gift CardsGift Cards25  TAX
102Leonard Walker Inc01/10/2020     CheckingCashpaid cash9 Winding Road   WinchesterNY12345 9 Winding Road   WinchesterNY12345  Thank you for your order!  [email address removed]YN       Y HandheldsPortable Game Player1100  TAX

 

then utilize an importer tool

https:// transactionpro.grsm.io/qbo

 

Need to get in touch?

Contact us