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Trilogy333
June 15, 2022
Question

How does my business separate employee cash and credit card sales

  • June 15, 2022
  • 1 reply
  • 0 views

I work at a tattoo shop and my boss has been trying to figure out a way to break down what each employee has made in cash and card sales at the end of the week so that he can more effectively calculate payroll. So my question for you is does QuickBooks have some way to separate individual employee’s cash and card sale’s totals for each week. Thank you for your help 

1 reply

G
GebelAlainaM
June 15, 2022

Hello there, @Trilogy333. I can help you manage your cash and credit card sales.

If you want to record your sales separately, you can create a sales receipt or receive payment on your invoice for the customers and indicate the payment method. This way, you can track if that sale is thru credit card or cash. Let me guide you how.

For the sales receipt, we can follow these steps below:
 

  1. Click on + New.
  2. Choose Sales receipt
  3. Select the customer from the Customer dropdown.
  4. Type in the sales info, as well as the payment method.
  5. Enter line items for the products and services you sold.
  6. Then, hit Save and send to email the receipt.
     

On the other hand, here's how to create a receive payment on your invoice for the customers.
 

  1. Click on + New and select Receive payment.
  2. Enter Customer's name of the customer.
  3. In the Payment method dropdown, select the payment method.
  4. Fill out all the necessary information.
  5. Then, hit Save and close.
     

For more details you can refer to the following articles:
 

Furthermore, if you to get deeper insights into your sales, expenses, or profitability for each part of your business. You can utilized the class tracking feature in QuickBooks Online.
 

To enable this option, here's how:
 

  1. Go to the Gear icon and select Account and Settings.
  2. Click Advanced, then select the Categories section to edit.
  3. Tick the Track classes.
  4. Check Warn me when a transaction isn't assigned a class. This is optional, but it's good to turn on, so when you look at reports, you know everything got classified.
  5. From the Assign classes, you can choose either One to entire transaction or One to each row in transaction.
  6. Then hit Save, then Done.
     

For more details, you can refer to this article: Turn on class tracking in QuickBooks Online.

Moreover, if you want guide on how you can manage you payroll in QuickBooks Online, you can visit this article: Create and run your payroll.


I'll be here for you if you have clarifications with managing your sales transactions or if you have any other concern. Take care!

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