Skip to main content
R
RichardMonson
November 5, 2020
Solved

HOW TO RECORD CASH RECEIVED FROM WALKIN CUSTOMER

  • November 5, 2020
  • 1 reply
  • 0 views

HOW TO RECORD IN QUICK BOOKS CASH RECEIVED FROM A WALK IN PERSON?

Best answer by RichardMonson

HOW TO SET UP CUSTOMERT PROFILE?

1 reply

JessT
JessT
November 5, 2020

Let's record your sales, Richard!

 

You can create a customer profile for walk-in customers and use it every time you record sales from a walk-in customer. You can also ask your accountant or tax advisor if there are specific regulations in your place for recording sales from random customers.

 

If you want to see your sales in a day, you can go to the Reports menu, choose Sales, and select the report you want.

 

You can always go back to this thread if you have more questions about recording sales.

R
RichardMonsonAuthorAnswer
November 5, 2020

HOW TO SET UP CUSTOMERT PROFILE?

JessT
JessT
November 5, 2020

Welcome back, Richard!

 

You can add a customer profile using these steps:

  1. From the Customers menu, select Customer Center.
  2. Click on New Customer & Jobs and select New Customer.
  3. In the CUSTOMER NAME field, enter something like Walk-in.
  4. Click OK to save the profile.

To create sales transactions like a sales receipt.

  1. Select the customer profile you want to create receipts to.
  2. Click on New Transactions and choose Sales Receipt.

You can find help articles and guides by pressing F1 on your keyboard to launch the Help window. Then, search for the topics you like. Example: Add or edit customers, create invoices, etc.

 

If you have other questions, feel free to go back to this thread.

Terms & ConditionsAccessibility statement