Category Archives: Sales Receipt

Is there a way to create a sales receipt from an estimate

QBO is not set up to go from Estimate to Sales Receipt at this time. Currently, you create Estimate and then “copy estimate to invoice” to create an Invoice. There is no partial copy so it’s done just one-time. You receive payment against that invoice.

Workaround steps from Estimate to Invoice may also work as faster as creating from Estimate to Sales Receipt approach. Follow these steps, it may work as an alternative to Estimate to Sales Receipt.

1. Create Estimate (create + sign > customers > estimate)
estimate1
 
2. Copy to Invoice (either directly from estimate or from invoice form by selecting a customer)
invoice1
 
3. Select “Save” (bottom right, blue bottom) Invoice
invoice2
 
4. Once saved the invoice, you will promptly notice “Receive Payment” button added at the upper right corner. Click “Receive Payment” link.
invoice3
 
5. Receive Payment against the invoice. Done.
invoice4
 

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2015 Laser 1099-MISC Income, Federal Copy A, Bulk

2015 Laser 1099-MISC Income, Federal Copy A, Bulk


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How to setup recurring Sales Receipt to automatically send email

Assuming you already have a recurring Sales Receipt template setup (*) for a customer and that recurring template shows an email address for the customer, you will need to do the following.

From the home page screen:

  • left navigation bar
  • Customers
  • From the customer center page, select a customer
  • Select “Edit” button (upper right corner) or Go to the “Customer Details” tab (default set is Transaction List) and click the “Edit” button
  • Go to the “Payment and billing” tab
  • Set the “Preferred delivery method” to “Send Later”
  • Save

This updates the customers delivery method to email and the “Scheduled” recurring sales receipts will automatically run and send emails to customers.

* Creating recurring Sales Receipt Template – from the home page screen > company gear (upper right corner) > lists > recurring transactions > new > transaction type > sales receipt > OK > template name for a customer and fill out the information.

Click on the screenshots below to enlarge them
send later1

send later2

send later

 

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#QuickBooks – How do I edit the footer message which appears in all my Invoices

To edit the invoice footer message:

From the home page screen

  • Click in the company gear at the upper right
  • Go the settings
  • Click custom form styles
  • Find the Standard template under Name and click Edit under Action
  • Select Footer
  • See “Message to customer”. This is where you can edit the message details from the Invoice.

Click on the screenshots below to enlarge them
message to customer

message to customer2

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Recording Daily Sales

In QBO Essentials and Plus, you can create a Recurring Sales Transaction to be used at the end of each day to record your daily sales transactions.

This YouTube video will show step by step instructions on how to record daily sales in QBO. We highly encourage you to watch the entire video. You do not want to miss a step!

 

You will need to create a few new accounts in the Chart of Accounts:

Clearing Account (Category Type = Banking)
Income Account (Category Type = Income)
Overage/Underage Expense Account (Category Type = Expense)

To create new accounts (left blue navigation bar > transactions > chart of accounts > new)
bank clearing

 

You will need to create Products/Services associated with the following account types:

Sales categories = Sales Income account (make it taxable if your charge sales tax)
Cash= Undeposited funds
Checks= Undeposited funds
Visa/MasterCard = Undeposited funds
American Express = Undeposited funds
Discover = Undeposited funds
Overage/underage (for drawer shortages) = Expense account

To create products/services list (from the home page screen > company gear (upper right corner) > lists > products/services > new (upper right corner)

products services

 

You will also need to enable sales tax settings (if needed).
Sales tax = (left blue navigation bar > sales tax > add/edit tax rates and agencies). QBO will automatically create a Sales Tax Liability account. You do not need to create sales tax account in the Chart of Accounts separately.
sales tax

 

Now you need to create recurring Sales Receipt template (from the home page screen > company gear (upper right corner) > lists > recurring transactions > new (upper right corner).
recurring sales receipt

 

Now you are ready to create a Sales Receipt for each day based on end of the day Cash Register run (from the home page screen > company gear (upper right corner) > lists > recurring transactions > use under action column).
use recurring sales receipt
Note: By recording all of the Sales as positives and all of the Payments (Expenses & Cash Shortage) as negatives, the net amount of the Sales Receipt should be Zero.

In this example, at the end of the day, you have $1,000.00 in Sales, $80.00 in Sales Tax. The cash register count for Cash is $200.00, ‘Checks’ is 300.00, Visa/MasterCard is $390.00, American Express is $80.00, Discover is $80.00 and Cash Shortage is $10.00. The sales report that day shows $1,080.00 in Sales ($1,000 sales income plus $80 sales tax).
use sales receipt from recurring

 

In case of additional expense payments from the cash register, create new products/services mapped to appropriate expense category of Chart of Accounts.
additional expense payments

 

Finally, go to Undeposited Funds and record the deposit for the amounts actually deposited in the bank.
deposits

To do this (from the home page screen > create + sign > other > bank deposit). Select deposit date in QBO based on bank posting date.
 
Note to Simple Start users: since there is no “Recurring Transactions” feature available in Simple Start, you will need to follow all the setup instructions and create a Sales Receipt for daily sales. Transactions will be recorded the same way in QBO.
 

 

How to email multiple invoices in a batch in new QuickBooks Online?

In order to e-mail multiple invoices in a batch, from the home screen

  • Go to blue navigation bar on the left
  • Select Transactions
  • Select “Sales” under Transactions
  • This will pull up a list of Sales Transactions
  • Click on the orange bar at the top of the screen to show just “Open Invoices”
  • Click the check mark box at the top of that list of open invoices (next to “DATE” columnn)
  • Select “Send Transactions” from the “Batch Actions” drop down selector
Sales Transactions Open Invoices Orange Bar
Sales Transactions Open Invoices Orange Bar
Sales Transactions Open Invoices Select All
Sales Transactions Open Invoices Select All
Sales Transactions Open Invoices Send Transactions
Sales Transactions Open Invoices Send Transactions

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