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Join nowThanks for visiting us here in the Community @tgrace_99-yahoo-. I’ve come to provide a solution for tracking sales receipts via a credit card account.
In this case, you'll have to manually record sales receipts. The first thing to do is to delete the sales receipts from QBO.
Here’s how:
To record sales, let’s create a bank deposit. This way, you’ll be able to track them in your books.
You can also use this link if you need to combine multiple transactions.
Lastly, let’s record payment by heading + New icon.
For your reference, utilize this article for recording invoice payments in QuickBooks Online.
Additionally, I have this helpful link for your future reference:
You can always ask follow-up questions. We'll be there to help you every step of the way.
I have this exact same question. I tried your steps - however when I went to delete it - It says that it couldn't delete the transaction. Is there any other way to connect an auto generated sales receipt to an invoice?
I created the auto generated sales receipt because I could not figure out in a split second how to have the customer pay the balance on an invoice. Invoice was for $180.00 but she only owed $173.12. She said on her end she could not pay anything other than the $180.00. So I just generated a sales receipt as she wanted to pay right then.
I'll help you in handling this transaction, lakesidelawn2014.
Since the sales receipt is auto-generated, you're unable to delete it. Instead, you'll have to void the transaction and then manually receive the payment to close the invoice. I'll guide you how::
Deleting the invoice and keeping the sales receipt would also do the trick to ensure that you're income is accurate and up-to-date.
I'm also adding this article to learn how to personalize the sales forms that you send to your customers: Customize invoices, quotes, and sales receipts in QuickBooks Online.
Just drop a comment below if you have any other questions in mind. I'm always here to answer them.
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