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A
Affinitistyle
May 4, 2024
Question

Sales Invoice Option Not Available

  • May 4, 2024
  • 1 reply
  • 0 views

I am new to using Quickbooks and looking to create a Sales Receipt but this option is not available when clicking the +New menu.

 

The only options available from the menu are 1/ Invoice 2/ Estimate 3/ Add a customer 4/ Add a product service

 

I have added both a customer and a service but still there is no option to create a sales receipt and I don't plan on using Invoices.

 

 

1 reply

L
LouiseG12
May 4, 2024

Let me clarify about creating sales receipts in QuickBooks Solopreneur, Affinitistyle.

 

The feature to create a sales receipt in QuickBooks Solopreneur is unavailable. In the meantime, you can use an invoice or record the entry directly as income on the transaction tab. This will allow you to track your income and keep your financial records up to date. 

 

You may want to check out this article to know more about the available features in the program: Introduction to QuickBooks Solopreneur. 

 

Moreover, I'll be leaving these articles to learn more about QuickBooks Solopreneur

 

 

You are always welcome to revisit this page if you have a follow-up question or concern. I'll be right here to assist anytime.

A
AffinitistyleAuthor
May 6, 2024

Thanks for the above, that works but I wasn’t aware you couldn’t record sales initially. A few extra questions a if you’re able to help please?

 

1/ Can i switch from solopreneur at a later date if it’s unsuitable and keep all my history, products and customer details?

2/ It looks like i can only accept “cash” as a choice to pay the invoice?

3/ I currently receive most of my transactions via Square, Venmo and looking to add Zelle. Do i need to record these as cash transactions as it doesn’t look like they integrate directly?

4/ Will “Sales” be added a future feature? Seems a bit clunky to have to use Invoice as a workaround?

 

Thanks

 

Ben

M
Maybelle_S
May 6, 2024

I can help handle your sales transactions, Ben.

 

In QuickBooks Solopreneur, you'll have to cancel your account and start a new QuickBooks subscription to switch versions. Your data remains accessible in read-only access for one year after the cancellation.

 

To keep your data, I suggest exporting your books into an Excel. Here's how:

 

  1. Go to the Gear icon.
  2. Under Tools, select Export data.
  3. Choose the transactions you want to export.
  4. Click Export to Excel.

 

For more details, check this link: Export reports, lists, and other data.

 

Additionally, you can accept cards or use Automated Clearing House (ACH) payment to pay invoices.

 

Furthermore, you can connect the Square, Venmo, and Zelle apps in the program, so you don't have to enter the transactions manually.

 

We understand your need for the functionality of the sales features in the program and would love to hear your thoughts by sending us feedback on your account. It enables our product developers to consider adding it in the future. I'll guide you on how to do it:

 

  1. Go to the Gear icon.
  2. Under Profile, select Feedback.
  3. Enter your suggestion.
  4. Hit Next.

 

Moreover, you can visit this page about adding, organizing, and sending invoices in QuickBooks Solopreneur: Invoices and payments. 

 

Let me know if you need more help managing your sales transactions in QuickBooks. I'm always here to assist. Take care.

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