All About Sales Receipts in QuickBooks

Documenting every sale carefully helps ensure that your financial records and reports will be accurate. The sales receipt is the right tool for this in specific situations A Simple Form Here’s an example of a situation that illustrates the importance of really learning about and understanding QuickBooks before you start entering live data. Say you […]

Receiving Payments in QuickBooks Online (QBO)

It’s one of our favorite activities in QuickBooks Online: recording money that comes in.  Are you doing it right? Receive payment on an invoice When payment comes in on an invoice, you can get to the right screens in any of several ways. Click the + (plus) sign in the upper right corner. Under Customers, […]

Using Sales Receipts: When and Why?

In these days of e-commerce and merchant accounts, your customers may provide a credit card number over the phone or via your website. Right now you probably email or mail paid invoices after a sale with payment. There’s another type of sales document that you can use in certain situations: the sales receipt. If you receive full […]