How to create a sales receipt in QuickBooks Desktop

If you collect full payment at the time of the transaction, use sales receipts. Payments by cash, check, or credit card is all included on sales receipts.

Please note that you can still use Sales Receipt to document your daily sales report if you don’t need to track sales by customer. Create a customer called Daily Sales (or whatever name you want) and then enter the total sales for the day per Item. You can create a customer name for and cash register if you have several cash registers and want to monitor sales per register.

How to create a sales receipt in QuickBooks Desktop
  • Go to Create Sales Receipts/Enter Sales Receipts from the QuickBooks Home screen or the Customers menu.
  • Pick a customer or job from the Customer: Job drop-down menu. You can press Add New if the customer isn’t already on the list.
  • Fill in the necessary details, such as the date and sale number, at the top of the form.
  • Select a payment form.
  • Pick the item(s) you want to do or include as a sale in the information section.

Please note that when you pick or add an object, the description and sum are automatically filled based on the description and unit cost you entered when you set up the item. When making invoices, you can delete or change this.

  • To qualify for a discount, you must first build a discount item.
      • Select Item List from the QuickBooks Lists menu.
      • Right-click anywhere on the screen and select New.
      • Pick Discount from the Type drop-down menu in the New Item window.
      • Enter a Name/Number for the item and a short description.
      • Enter the discount amount or percentage in the Amount or percent area. If the amount of your discounts varies, you might want to leave the Amount or percent field blank and enter the amount directly on your sales forms.
      • Choose the income account you want to use to track discounts you offer to customers from the Account drop-down menu.
      • After that, choose an acceptable Tax Code for the item and click OK.
  • Click the Save & Close button.

Please note that a sales receipt is one of the most significant customer-related transactions in QuickBooks Desktop, even if it isn’t part of the standard A/R workflow. Refer to Accounts Receivable workflows for a complete list of workflows.

To make a sales receipt in QuickBooks Desktop for Mac, follow these measures. If you collect full payment at the time of a transaction, you can use a sales receipt. Payments by cash, check, or credit card is all included on sales receipts. A sales receipt can also be used to consolidate your daily sales into a single purchase.

Make your purchase receipts.

  • Select Customers and then Enter Sales Receipts.
  • Pick a client or work from the Customer: Job dropdown. Pick Add New if the customer isn’t already on the list.
  • Fill in the necessary details, such as the date and sale number, at the top of the form.
  • Select a payment form.
  • Choose the item(s) that are part of the auction. The details and sum are automatically filled in the sales receipt form when you pick or add an item. You can alter this in the sales receipt at any time.

Please note that you can edit your sales receipts by selecting them from the left panel and editing them.

Use sales receipts to keep track of your regular sales totals

You can also use sales receipts to monitor your daily sales summaries if you don’t need to track sales by customer.

Step 1: Create a sales summary template 

Select Customers and then Enter Sales Receipts. Fill in the following information on the form:

  • The Customer: The job area should be left vacant.
  • Enter a payment method (cash, check, etc.) in the Pay Method area if you want to track transactions by payment method.
  • Enter all of the things you usually sell on a given day, week, or month in the information section.
  • Since you’ll be filling in the Quantity column at the end of the given time, leave it blank.
  • To memorise a sales receipt, go to Edit, then Memorize Sales Receipt.
  • Give the template a descriptive name (for example, “Daily Sales Summary”).
  • To add the template to your Memorized Transactions list, select OK.
  • Select a different payment method and memorise the prototype again if you track revenue by payment method. Rep this process until you’ve been through all of the payment options.
  • Close the Enter Sales Receipts window by selecting Cancel. Don’t make a note of the transaction.

Step 2: Build sales summaries using your template

  • Pick Memorized Transactions from the Lists menu.
  • Double-click on the sales report template that you want to use.
  • Fill out the following sales summary:
  • Enter the amount of each item you sold in the Quantity column.
  • Pick the line object, then Edit, then Delete Line for things you didn’t sell.
  • Enter the dates for the time you’re summarising in the Memo sector.

Please note that build a new sales summary template representing the new price when the price of an item increases. Remember the new template’s name and save it under the same name as the original. After that, QuickBooks will replace the old template with the new one.

Conclusion

In conclusion, QuickBooks Desktop software helps you manage the accounts of a particular organisation. The whole idea of this blog is to help you to create a sales receipt in QuickBooks Desktop. I hope that this blog helps you and was worth your time.

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