Skip to main content
T
TUSSU
September 21, 2022
Solved

receiving payment

  • September 21, 2022
  • 1 reply
  • 0 views

Hi All,

just a quick question, if somebody comes into my store ad buys something and hands me 20 cash, I don't know the customer how do I record this transaction in Quickbooks online?

Best Regards,

Noel

Best answer by Giovann_G

Hello, TUSSU.

 

Yes, the sales receipt is the quickest way to record immediate payment. You can leave the customer field blank if your customer is a stranger. 

 

Here's how:

 

  1. Click the + New icon.
  2. Select Sales receipt.
  3. Leave the customer field blank.
  4. Enter the sales info, such as the payment method and sales receipt date.
  5. Fill in the line item for the product and services you sold.
  6. Once done, hit Save and close.

 

If you want to personalize your sales forms, I've included the following article for a complete guide: Customise invoices, quotes, and sales receipts in QuickBooks Online.

 

We're always available to help you if you need further assistance in QuickBooks. Have a great day.

1 reply

C
ChristieAnn 11
September 21, 2022

Thank you for visiting again the QuickBooks Community, TUSSU. I'll be sharing steps to ensure you can record your transactions in QuickBooks Online smoothly.

 

As your business grows, it's important to stay organised and keep track of all your transactions. With this, if someone buys something from your store and you get paid, that person is considered a customer. Then, you have the option to add and choose what name you'll use in the program.

 

Here's how to add customer:

 

  1. Go to the Get paid & pay menu and select Customers.
  2. Choose Add customer manually.
  3. Enter your customer's information.
  4. Click Save.

 

On the other hand, you create a sales receipt in QBO to record the 20 cash you received. Please know that you can use this feature any time a person immediately pays for products or services at the time of sale. 

 

Lastly, you may refer to this article to see various information on how you view the different statuses of all sales entries that have been recorded in QuickBooks: View sales transactions.

 

If there's anything else that I can help you with recording transactions in QBO, please let me know by leaving any comments below. I'll be here to lend a hand, TUSSU.

T
TUSSUAuthor
September 21, 2022

Thank you for your quick reply, both options require me to enter a customer name but this person is a total stranger who makes a one-off purchase, how do I record this? is sales receipt the quickest way as I could have 20 such transactions throughout the day.

Best Regards,

Noel

G
Giovann_GAnswer
September 21, 2022

Hello, TUSSU.

 

Yes, the sales receipt is the quickest way to record immediate payment. You can leave the customer field blank if your customer is a stranger. 

 

Here's how:

 

  1. Click the + New icon.
  2. Select Sales receipt.
  3. Leave the customer field blank.
  4. Enter the sales info, such as the payment method and sales receipt date.
  5. Fill in the line item for the product and services you sold.
  6. Once done, hit Save and close.

 

If you want to personalize your sales forms, I've included the following article for a complete guide: Customise invoices, quotes, and sales receipts in QuickBooks Online.

 

We're always available to help you if you need further assistance in QuickBooks. Have a great day.

    Terms & ConditionsAccessibility statement