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belindabot
April 10, 2020
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I would like to enter my daily sales I have a public house / restaurant. im looking to put it in as under food & drink takings for each day?

  • April 10, 2020
  • 1 reply
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Original commenter did not share additional details
Best answer by AlcaeusF

Thanks for joining this conversation, @my_ac.

 

If you already created a daily sales template, all you need to do is to manually enter the backdate in the Sales Receipt date field. You can also use this field to add the date of the current day sales entry. Before doing so, please note that this may affect your VAT.

 

Here's how:

 

  1. In QuickBooks Online (QBO), go to the Gear icon at the top right to get to the Recurring Transactions.
  2. Locate the template, then tick Use under the Action column.
  3. Type the date in the Sales Receipt date field and enter the other necessary information.
  4. Hit Save once done.

 

For more information about the process, consider checking out this article: Record your total daily sales.

 

Please let me know if you have any other issues or concerns in the comment section. I'll be here to help. Have a good one!

1 reply

S
ShiellaGraceA
April 10, 2020

Hello @belindabot,

 

You can create a "food and drink" category of your sales item. Let me walk you through how.

  1. Go to Gear, then Products and Services.
  2. Choose New, then Stock, Non-stock, or Service.
  3. Enter the Name, and Item/Service code.
  4. Under Category, select Add new (or look for "food and drink" if you already have).
  5. Type the category Name. Then, Save.
  6. Click the Income account drop-down.
  7. Hit Save and close.

Once done, pull up sales by product/service detail report to view your sold items by category. Here's how.

 

  1. Go to Reports, then type Sales by Product/Service Detail.
  2. Select a Report period.
  3. Click Run report.

I've added some screenshots below on how it looks like in the report. You can check this awesome article for details: Group your products and services into different categories.

 

Please visit our help page for more tips and recommendations about managing customers and income.

 

That'll do it. Should you have other questions or concerns about your sales in QuickBooks, please reach out to us anytime. The Community is always here to help you. Thanks for visiting us today and have wonderful weekend.

 

M
my_ac
April 17, 2020

How do i enter sales for a back date? Also, am wondering how to add date in the current day Sales entry? Pls help.

AlcaeusF
AlcaeusFAnswer
April 17, 2020

Thanks for joining this conversation, @my_ac.

 

If you already created a daily sales template, all you need to do is to manually enter the backdate in the Sales Receipt date field. You can also use this field to add the date of the current day sales entry. Before doing so, please note that this may affect your VAT.

 

Here's how:

 

  1. In QuickBooks Online (QBO), go to the Gear icon at the top right to get to the Recurring Transactions.
  2. Locate the template, then tick Use under the Action column.
  3. Type the date in the Sales Receipt date field and enter the other necessary information.
  4. Hit Save once done.

 

For more information about the process, consider checking out this article: Record your total daily sales.

 

Please let me know if you have any other issues or concerns in the comment section. I'll be here to help. Have a good one!

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