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.

Open step-by-step instructions

Read step-by-step instructions

Open Sales Receipt

Go to the Plus Sign Menu and under Customers choose Sales Receipt.

Enter the Customer's Name

Enter the name of the customer who’s paying you.

If this is a new customer click Save. You can also give them a generic label such as “Internet Sales.”

Enter Products or Services

Enter the products/services you provided for this customer and any information about this product/service.

If this is a new product or service, type it in and click Add. Then enter information about this product/service.

Choose an Income Account

In the Product or Service Information window, choose the Income Account. This is not a bank account, it’s a bookkeeping account. This account increases every time you sell this product or service. Click Save.

Enter Payment Method

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

Choose Bank Account

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

Print Preview & Printing

To see what this receipt will look like if you print it, click Print or Preview at the bottom of the screen. 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, press the drop-down arrow next to the Save and send button. Then select Save and close.

Record the Deposit

Now you’ll need to record this collective deposit in QuickBooks. Go to the Plus Sign Menu and under Other, choose Bank Deposit.

Choose the right account and then enter it under Add New Deposits.

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