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ESP-MyoSoothe
Level 1

How do I record a previous sale that was paid in full?

Prior to starting my QB account, I made the first sale of my new company. I can't find the steps to record that sale without starting a new invoice.
2 Comments 2
Rose-A
Moderator

How do I record a previous sale that was paid in full?

Recording a sale without starting a new invoice in QuickBooks Online is pretty easy, ESP-MyoSoothe.

 

You can record the sale that was paid in full using the sales receipt feature in QuickBooks Online. Below are the steps to complete the process.

 

  1. Click + New in the left panel and select Sales receipt.
  2. Select the customer from the Customer dropdown. Note: If you haven't set them up in QuickBooks yet, select Add a new customer.
  3. Enter the sales info, such as the payment method.
  4. Add line items for the products and services you sold.
  5. Hit Save and close.

 

You might want to visit the following write-up: Sales and customers. This will provide you links on how to manage your company income as well as sales in QuickBooks Online.

 

I'm only a post away if I can be of additional assistance, please let me know. I'm always here to keep helping. Wishing you a wonderful rest of the week.

Rose-A
Moderator

How do I record a previous sale that was paid in full?

Hi, ESP-MyoSoothe.

 

Hope you're doing great. I wanted to see how everything is going about recording a sale. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I'd be happy to help you at anytime.

 

Looking forward to your reply. Have a pleasant day ahead!

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