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October 14, 2024

There are many ways you can record your income transactions in QuickBooks Online, @corin. Depending on the scenario or how you want to record it. Let me share details about it.

 

If your customer pays immediately for a product or service, you can create a sales receipt. Let me walk you through on how to do it:

 

  1. Go to + New, then select Sales Receipt.
  2. Select your customer name in the Customer dropdown arrow.
  3. From the Select a product/service, click the product or service that you sold.
  4. Fill out the other necessary fields, then select Save.

 

If the payment needs to be paid later, you can record the income as an invoice and then create a receive payment after your customer pays you.

 

Additionally, if it's not a sale but you want to record it as income without affecting the product or services, you can record it as a Bank deposit.

 

Furthermore, I'd like to share this article you can refer to if you plan to generate financial reports for your business: Run reports in QuickBooks Online.

 

Feel free to continue posting questions in the Community if you need further assistance recording your income transactions in the program. The QuickBooks team and other users are always here to help and provide guidance.