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lorettafiver-gma
Active Member

How to put amount in cash sales?

How to do a cash sale?
1 Comment 1
AnneMariee
QuickBooks Team

How to put amount in cash sales?

Welcome to the Community, Loretta! I'm here to guide you through the process of recording cash sales in QuickBooks Online (QBO).

 

A cash sale happens when a customer pays for goods or services immediately. To record this in QBO, you need to create a sales receipt using the +New button.

 

Here's how to do this:

 

  1. Navigate to the +New button.
  2. Under the Customers section, select Sales receipt.
  3. Fill out the form by entering details like the customer and the products or services sold.
  4. You can enter the amount directly under the Amount column. Alternatively, you can enter a rate and quantity, and QuickBooks will automatically calculate the total for you.Screenshot 2024-07-16 025020.png

     

  5. You can either Save and send the receipt to your customer via email or Save and close it.Screenshot 2024-07-16 025115.png

 

If a customer plans to pay later, you might want to create an invoice instead. You can find detailed steps here: Create invoices in QuickBooks Online.

 

Additionally, QuickBooks allows you to customize your sales forms. For more information on personalising invoices, quotes, and sales receipts, check out this guide: Customise invoices, quotes, and sales receipts in QuickBooks Online.

 

Come back to the Community if you have other concerns about recording sales transactions in QuickBooks, Loretta. I'll be around to answer your questions and provide further assistance. Keep safe!