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neilb80
December 12, 2020
Question

Unable to deposit daily sales receipt to the current account

  • December 12, 2020
  • 1 reply
  • 0 views

Hi, I am new to quickbooks and have been reading and watching everything i can to find a solution to my first problem which is repenting me from actually using quickbooks at effectively. For my hair salon i have set up the daily sales customer as per the every poplar record daily sales article that seem sot be referred to every where. The issue i have is when i go to deposit the funds to the bank the daily sales receipts i entered are displayed as whole receipts and i don't have the option to select the different items from the list. Such as all the cash item after paying cash into the actual bank. To summarise, when go to 'Bank Deposit' the list of payments to select using the check box is a list of sales receipts and not a list of cash or card amounts. I have included a screen shot of the Bank deposit screen which hopefully helps. Many thanks.

1 reply

R
ReymondO
December 12, 2020

Hi there, @neilb80. 

 

Thanks for providing the screenshot. 

 

Let me help you deposit your sales transactions to your actual accounts in QuickBooks Online (QBO). 

 

Depending on when you receive the payment, there are two ways to record sales transactions in QuickBooks.

 

  • You can use the Invoice and Receive Payment features when recording a deferred payment. You can create the invoice to record the sale. Later, when your customer pays, you record a payment against that invoice.
  • For the Sales Receipts, you can use this to record an immediate payment from your customers.

 

Based on your screenshots, did you record all your total sales to a single transaction such as a sales receipt? If so, the system will automatically sum up the amounts you've entered in your line items. This is the reason why the sales transactions will only show your total sales in the Bank Deposit window. 

 

However, if you want to categorise each payment your customers made to you, you'll have to record them individually. All you have to do is to create a single sales receipt for each customer payment.

 

Just to verify, are you using the steps in this article when recording your daily sales in QuickBooks? Record your total daily sales

 

If so, you can follow these steps if you wish to record your total daily sales in QBO using a single sales receipt. Doing this will also create a lump sum of your total income on daily basis. 

 

In addition, every sales receipt you've made is counted as a single entry in QuickBooks. You can only categorise each entry as one transaction and not by line items.

 

In case you need to bill your customer after the sale has been made, you can use an invoice. For more details, you can check out this article:  Should I use an Invoice or a Sales Receipt?

 

I'll be here if you have other questions. You take care and have a great day!

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