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langadental-gmai
Level 1

How do I record daily sales in terms of cash generated for the day,do I record manually monies deposited into the bank account for those sales?

 
1 Comment 1
Kristine Mae
QuickBooks Team

How do I record daily sales in terms of cash generated for the day,do I record manually monies deposited into the bank account for those sales?

You have different ways of entering the daily sales, langadental-gmai. I'm here to guide you.

 

The first is to enter these sales manually by using the bank deposit. Here's how:

  1. Click the New or Plus sign (+) button.
  2. Select Bank deposit.
  3. Enter details under Add funds to this deposit section.
  4. Click Save and close.

Next is to enter them as sales receipts. Here's how:

  1. Click the New or Plus sign (+) button.
  2. Select Sales receipt.
  3. Fill in the necessary fields.
  4. Click Save and close.

Lastly is to import these sales transactions into QuickBooks through WebConnect or Excel CSV files. Then, categorise them. 

 

Once done, you can pull up a sales report, like Sales by Customer Summary, to review the income per client. Here's how:

  1. Click Reports.
  2. Enter Sales by Customer Summary in the Find report by name field.

If you have additional questions, please don't hesitate to let us know. We're just one post away.