Quickbooks Online, Recording Restaurant Daily Sales

saorim · ‎January 28, 2021

I'm taking over QB sales record of a restaurant. Our book keeper has been using Journal Entries for sales record and enters consolidated sales record just 2 or 3 times a month. I want to record daily. Is it ok to use Journal? Or should I use Sales Receipt. If so, why? What's the difference?

JenoP · ‎February 10, 2021

Good day, saorim.

Yes, you can definitely ask for help when setting up accounts or recording transactions in QBO. In fact, there are three ways on how you can have someone guide you through.

First, you can post specific questions in the Community or reply to this thread. The QuickBooks Team, along with other members of the forum, and other QuickBooks experts can jump in anytime and provide you articles and troubleshooting steps.

Second, you can go to the Find an Accountant or ProAdvisor website. A ProAdvisor is a QuickBooks-certified independent accounting professional who are offering different types of services from QuickBooks setup, consultation, accounting, bookkeeping, and even financial planning. You can visit the site using the link that was shared in the first response.

Third, you can reach out to our phone and chat support teams. Let me share these steps on how you can reach out to them:

Click Help in the upper right-hand corner of QBO.
Look for Talk to a human and click on it.
Type in "support" or "contact support" again and press Enter.
Click I still need a human.
Select Get help from a human.
Choose between Chat with us or Have us call you.

Aside from that, you can check out this link where you can access some of our commonly use Help articles for QuickBooks Online: https://quickbooks.intuit.com/learn-support/custom/page/page-id/GettingStartedWithQuickbooks.

Let me know if you need anything else.

View solution in original post

ReyJohn_D · ‎January 28, 2021

I've got some ideas on how to record your daily sales in QuickBooks Online, @saorim.

Yes, you can use either journal entry or sales receipt when recording your daily sales. Sales receipt has a proper reporting of sales since you can track the quantity of inventory items.

On the other hand, journal entries only have posting accounts and can't track item quantities. If you'd like to use this method, I'd still suggest working with your accountant. If you don't have one, we can help you look for an expert through our Find-an-Accountant tool.

Meanwhile, I know the steps you can perform to record your daily sales. First, you'll have to set up a customer.

Here's how:

From the left menu, select Sales.
Choose the Customers, and then click the New customer button.
You can enter "Daily Sales" on the Display name as box.
Click Save.

Then, please follow steps 2 to 5 outlined in this article to proceed: Record daily sales.

After that, you can now create a bank deposit to record them accurately. This way, you can make sure your deposits match what's shown on your bank statement.

I'm just a comment away if you have more questions about managing your transactions in QuickBooks. I'd be happy to share an insight or two.

saorim · ‎February 10, 2021

Thank you for your response.

Are we able to have someone help us an initial setup?

JenoP · ‎February 10, 2021

Good day, saorim.

Yes, you can definitely ask for help when setting up accounts or recording transactions in QBO. In fact, there are three ways on how you can have someone guide you through.

First, you can post specific questions in the Community or reply to this thread. The QuickBooks Team, along with other members of the forum, and other QuickBooks experts can jump in anytime and provide you articles and troubleshooting steps.

Second, you can go to the Find an Accountant or ProAdvisor website. A ProAdvisor is a QuickBooks-certified independent accounting professional who are offering different types of services from QuickBooks setup, consultation, accounting, bookkeeping, and even financial planning. You can visit the site using the link that was shared in the first response.

Third, you can reach out to our phone and chat support teams. Let me share these steps on how you can reach out to them:

Click Help in the upper right-hand corner of QBO.
Look for Talk to a human and click on it.
Type in "support" or "contact support" again and press Enter.
Click I still need a human.
Select Get help from a human.
Choose between Chat with us or Have us call you.

Aside from that, you can check out this link where you can access some of our commonly use Help articles for QuickBooks Online: https://quickbooks.intuit.com/learn-support/custom/page/page-id/GettingStartedWithQuickbooks.

Let me know if you need anything else.

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Quickbooks Online, Recording Restaurant Daily Sales