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May 9, 2022
Question

How to put the sales figures, cost price figures and installments payments made by the customers?

  • May 9, 2022
  • 1 reply
  • 0 views
where will sales figure be recorded?

1 reply

Rubielyn_J
May 9, 2022

I'd be glad to help record sales figures in QuickBooks Online, @aderonpejamiu-gm.

 

To begin, let's set up items so we can quickly add them to sales forms. This also gives you more detailed financial reports and helps you complete transactions faster.

 

Here's how:

 

  1. Proceed to Products and services (Take me there).
  2. Click New and choose Non-inventory or Service.
  3. Add a name. 
  4. From the Category ▼ dropdown, select the category that best describes your product or service. 
  5. Choose the I sell this product/service to my customers checkbox. If you don't sell the item, you can leave it unchecked.
  6. Enter a description and the amount in the Sales price/rate field. 
  7. Select the Income account ▼ dropdown and the account you want to use to track the sale.
  8. If you need to track sales tax, select tax from the Tax▼ dropdown. 
  9. Lastly, click Save and close.

 

If you wish to track how much you spend on a product or service, you can add a service or product’s purchasing info. For detailed steps, you may follow the steps provided in this article: Add product and service items to QuickBooks Online.

 

Once done, you can add the product and service to your invoicessales receiptsexpenses, and other sales forms. 

 

In addition to that, I'll be sharing this link to help track sales transactions on your financial reports.

 

Fill me in if you have further concerns with managing your sales figure in QuickBooks. I'll be happy to help you. Keep safe and have a good day!