How To Create Sales Receipts in QuickBooks

Do you sell items or services to customers and get paid on the spot? Learn how to create sales receipts in QuickBooks.

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Open step-by-step instructions

Read step-by-step instructions

Open Sales Receipt

Go to the Create (+) Menu, and under Customers choose Sales Receipt.

Enter Your Customer's Name

Enter the name of the customer who is paying you. If this is a new customer, click Save. You can also give them a generic label like “Internet Sales.”

Enter Products or Services

Enter the products or services you provided for this customer and any information about this product or service. If this is a new product or service, type it in and click Add. Enter information about this service.

Choose an Income Account

In the Product or Service Information window, choose the Income Account. This is not a bank account; it is a bookkeeping account. Click Save and Close.

Enter Payment Method

Enter the Payment Method your customer used to pay you. If they paid by cheque, enter the cheque number into the Reference No. field.

Choose Bank Account

Under Deposit To, choose the bank account you deposited the money into. If you group this cheque with other cheques and cash deposited simultaneously, choose Undeposited Funds.

Print Preview and Printing

To see what this receipt will look like if you print it out, go to the Homepage and click the Create (+) Menu. Under Customer, choose Sales Receipt. Then click Print or Preview. If everything is in order, you can print the receipt from this Print Preview by clicking Print.

Saving for Later

If you’re not printing this receipt, save it or press Ctrl + Alt + D to save and close it.

Record the Deposit

Now you will need to record this collective deposit in QuickBooks. From the Homepage, go to the Create (+) Menu, and under Other, choose Bank Deposit. Choose the right account and then enter it under Add New Deposits.

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