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danfrey44654
Level 1

HOW DO I ATTACH A SALES RECEIPT TO AN EXISTING CUSOMER?

 
1 Comment 1
Angelyn_T
QuickBooks Team

HOW DO I ATTACH A SALES RECEIPT TO AN EXISTING CUSOMER?

I'll help you with attaching a sales receipt transaction to your existing customer, Danfrey.

 

You can create a sales receipt for your existing customer from the +New icon or the Customers window. 

 

Here's how:

 

  1. Sign in to your QuickBooks Online (QBO) account.
  2. Click on Sales at the left pane, then go to the Customers section.
  3. Look for your existing customer from the list.
  4. Tap on Create sales receipt under Action.
  5. Fill in the details, then save.

 

On the other hand, here's how you can add attachments to your customer and his or her transactions: Attachments in QuickBooks Online.

 

Aside from that, you can review the topics from this link for more resources while handling your sales and other customer entries: Topics about your company's income and customers.

 

If there's anything else you need help with attaching sales receipts to your customers, let me know by adding a comment below. I'm more than happy to help. Keep safe!

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