Overview: Money in tasks


You're making sales and getting paid -- great! This video shows you how to record sales and payments in QuickBooks. Click on a task below or watch the video above to learn how to do it in QuickBooks.

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Record Sales with a Sales Receipt

Sales

If you sell something and get paid immediately, record the sale with a sales receipt. In the Navigation Bar under Transactions, click Sales.

Choose Sales Receipt

Go to New Transaction and click on Sales Receipt.

Fill Out Your Sales Receipt

Enter all of the necessary customer information and save it.

Record Sales with an Invoice

Invoice

If you let your customers pay you later, record the sale with an invoice. Click on the Plus Sign Menu and under Customers, click Invoice.

Enter Customer Information

Enter all of the necessary customer information and save it.

Receive Your Payments

When your customer pays, record the payment on the Receive Payments form by clicking the Plus Sign Menu and under Customers choose Receive Payment.

Enter Customer Payment Information

Select the customer and then enter their payment method accordingly. Save the payment.

Record Your Deposit

Bank Deposits

To record your deposit, go to the Plus Sign Menu and under Other choose Bank Deposit.

Choose an Account

Choose the proper account and then select Existing Payment or Add New Deposit. Then Save it.

Record Unbilled Activity

Customers

To keep track of pending customer invoices, like billable hours or purchased products, go to the Navigation Bar and choose Customers.

Unbilled Activity

Click Unbilled Activity in the color-coded money bar to see what has not been charged yet.

Record a Delayed Charge

Save Invoice

To remind yourself to invoice your customers, go to the Plus Sign Menu and under Customers choose Delayed Charge.

Enter Customer Information

Choose a customer and enter the product or service. Then save the delayed charge.

Keep a Weekly Timesheet

Open Weekly Timesheet

Choose a customer and enter the product or service. Then save the delayed charge.

Add Billable Items and Hours

Add any billable items along with the daily hours and save the weekly timesheet.

Invoice Your Customers

Open Invoice

To invoice your customers for these hours, go to the Plus Sign Menu and under Customers choose Invoice.

Add Billable Hours

This is where you will add your billable hours from the Weekly Timesheet.

Create a Customer Credit Memo

Open Credit Memo

If a customer wants credit to use later or apply to an invoice now, create a credit memo. Go to the Plus Sign Menu and under Customers choose Credit Memo.

Enter Customer Information

Choose a customer and enter their billing information and choose a product or service and any taxes or discounts. Save the credit memo.

Refund Receipts

Open Refund Receipts

If the customer wants their money back, record that payment to them with a Refund Receipt. Go back to the Plus Sign Menu and under Customers choose Refund Receipt.

Enter Customer Information

Choose a customer and enter their billing information and choose a product or service and any taxes or discounts. Save the refund receipt.

Analyze Sales by Customer

Open Reports

To analyze your sales by what you sold and to whom, go to the Navigation Bar and choose Reports.

Sales By Customer

Type “Sales” into the search field and choose Sales by Customer.
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