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August 25, 2021
Question

How do I register a cash sale without a client's name for my accounts?

  • August 25, 2021
  • 1 reply
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steps to record a daily direct cash sale without having the name of customers and receipt for the transaction?

1 reply

MichelleBh
August 25, 2021

Hello, @nazimakanh20-gma.

 

I've got steps on how to record a cash sale in QuickBooks Online (QBO) without the client's name, and receipts send out. 

 

If you're referring to Sales Receipts as a direct cash sale in QBO, here's how to record them without the customer's name and receipts being sent out. 

  1. Go to the + New on the upper left side. 
  2. Choose the Sales Receipts tab.
  3. Make sure to leave the Customer field blank. 
  4. In the Product/Service section, select the appropriate item and complete the necessary details. 
  5. Click Save or Save and close

 

Additionally, you can run the Transaction Detail by Account to review all the receipts you've previously recorded into the system. Then customize it to show the specific information. Let me show you how. 

  1. Go to the Reports tab on the left pane. 
  2. Type the said report in the search box. 
  3. Click the Customise button. 
  4. Pick Account in the Group by field. 
  5. Check the Transaction Type box, then choose Sales Receipts
  6. In the Product/Service box, select the correct item. 
  7. Filter the necessary fields, then tap Run report

 

For more details about customizing, check out this link: Customize reports in QuickBooks.

 

Moreover, you can click the Save customization tab to memorize the report. That will help you save time since it automatically updates every time there are newly added transactions. For more knowledge, visit this article: Run reports in QBO.

 

Furthermore, feel free to click these resources below on how to upload sales receipts and personalise sales forms in QuickBooks. 

 

 

Lastly, if you're referring to something else, please leave a comment on this thread. I'll help you immediately. Take care of yourself every step of the way.