Taxes

Hello there, @Leah1989.

You have two options in recording your Grubhub sales transactions in QuickBooks Online (QBO). You can create an invoice when payment is received later. Then, you can opt to add a sales receipt when payment is received immediately.

The service items are not just for restaurants that do their delivery or catering services. Their main purpose is for you to easily track how much you make and spend on each product or service. With this, you can have more detailed financial reports, and helps you complete transactions faster.

You can add the Grubhub marketing, processing fees, and phone orders as service items. Just make sure to indicate the appropriate account (i.e. expense or A/P) in the Income account field (Please see the screenshot below). Kindly refer to the steps provided by my colleague above to complete the process.

Once done, you can create a sales transaction and add the necessary service items to show the correct total amount. Then, you can complete the process by recording its payment (for invoice only). You can refer to this article for the detailed steps: Record invoice payments.

After that, I'd recommend pulling up a sales report (i.e. Sales by Product/Service Detail). This is to effectively monitor your sales, income, and make sure each transaction is recorded accurately. Just go to the Sales and customers section from the Reports menu's Standard tab.

Additionally, you can personalize your sales forms to add the information that matters most to your business. This way, you can create attractive and professional-looking invoices, estimates, and sales receipts. You can learn more about this by checking out this article: Customize sales forms in QuickBooks Online.

Please know that you're always welcome to comment below if you have other concerns or follow-up inquiries about managing sales transactions in QBO. I'm just around to help. Take care.