I'm here to help you enter your sales into QuickBooks, ashtonrosenzweig.
Recording sales within QuickBooks depends on when you receive the payment, there are two ways to record sales transactions. If it's a deferred payment, use an Invoice and then Receive Payment when your customer pays. For an immediate payment, use Sales Receipts.
You're correct, if it's a direct sale, you can enter a Sales Receipt. Invoices if your're customer pays you at a later time. I'll show you how to enter an Invoice and a Sales Receipt.
- Go to the + New button, and select Invoice.
- Complete the fields with necessary information.
- Select Save and close.
To close out an invoice just follow these easy steps:
- Still from the + New button, click Receive Payment.
- Choose a customer, then select invoice/s you want to close out.
- Select the payment method and account where the payment will be deposited to.
- Click Save and close.
With a Sales receipt, you enter the payment information at the same time you are entering the sale. From the+New button click Sales Receipt. Then, click Save and close.
Here are a few articles that will help you through in tracking your sales:
I'm just here to help you if there's anything else you need. You take care always and have a great day!