Skip to main content
September 26, 2021
Question

We are a shop and do not issue invoices but only sales receipts (without any customer information) How do we report Credit Card Payments by our clients in Quickbooks ?

  • September 26, 2021
  • 2 replies
  • 0 views
The payments are deferred meaning we usually receive the money into accounts 48 hours after the client pays in the shop. I do not know how to report sales in Quickbooks without an actual invoice.

2 replies

JessT
September 26, 2021

Hi viola-sekularac-,

 

In QuickBooks Online, you can only choose from recording a sales receipt or an invoice. It doesn't indicate whether the actual payment has been deposited into your bank account or not.

 

You can connect your credit card account and match the payments to the sales receipts to indicates that they have been cleared.

 

Let me know if you have other questions in mind.

Fiat Lux - ASIA
September 27, 2021

@viola-sekularac- 

I would recommend recording your transactions as sales receipts rather than as credit card credits. You may prepare the data in XLS and utilize an importer tool. 

https://transactionpro.grsm.io/qbo