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Welcome to QuickBooks Community, @usersuzanne-keers.
Yes, you can still record your income transaction without necessarily creating an invoice in QuickBooks Online (QBO). You can either create a journal entry or use the Bank deposit feature to enter it into QuickBooks.
Simply follow these steps to add it as a journal entry:
Please reach out to your accountant for further advice in selecting the proper accounts in each line. This will make sure that your books are accurate.
If you want to use the bank deposit feature to record these transactions, just follow this article: Record and make bank deposits in QuickBooks.
Please take note that using any of these methods will not affect your Products and Services items.
You can also run several financial reports to track your sales income in QuickBooks. They will show you helpful insights on the things you buy and sell, and the status of your inventory.
Let me know how else I can help you with QuickBooks by adding a comment below. I'm more than happy to lend a helping hand. Keep safe!
Welcome to QuickBooks Community, @usersuzanne-keers.
Yes, you can still record your income transaction without necessarily creating an invoice in QuickBooks Online (QBO). You can either create a journal entry or use the Bank deposit feature to enter it into QuickBooks.
Simply follow these steps to add it as a journal entry:
Please reach out to your accountant for further advice in selecting the proper accounts in each line. This will make sure that your books are accurate.
If you want to use the bank deposit feature to record these transactions, just follow this article: Record and make bank deposits in QuickBooks.
Please take note that using any of these methods will not affect your Products and Services items.
You can also run several financial reports to track your sales income in QuickBooks. They will show you helpful insights on the things you buy and sell, and the status of your inventory.
Let me know how else I can help you with QuickBooks by adding a comment below. I'm more than happy to lend a helping hand. Keep safe!
Hi Customer, @usersuzanne-keers.
Hope you’re doing great. I wanted to see how everything is going about the posting an income issue you had yesterday. 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!
Yes. Thank you. I was able to figure it out using the bank deposit method. Part of the issue was that I had selected the customer rather than the project in the Customer/Project field.
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