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June 20, 2024
Question

Adding sales manually

  • June 20, 2024
  • 1 reply
  • 0 views

Hello - I need to add sales / revenue that are not linked to my linked bank account - I am wanting to manually add and attach invoices - when I got to "+ New" what is the link to do this - thank you 

1 reply

June 20, 2024

Hello there, @SEABORN1. Let me walk you through adding your sales/revenue in QuickBooks Online.

 

If you want to record sales or revenue that has been paid in real time, you'll need to select Sales Receipt after clicking on the +New option.

 

Here's the direct link to create a sales receipt.

 

If you already have an invoice, you can link it to your account after recording your sales by selecting +New then Bank deposit.

 

  1. After selecting Bank deposit, click the dropdown arrow under Account to choose the desired account.
  2. Head over to the Add funds to this deposit section.
  3. Choose Accounts Receivable in the Account dropdown to apply the payment to the invoice.
  4. Complete the necessary details. Once done, Save and close.

 

Additionally, I've included these articles to help you manage your transactions effectively:

 

 

If you have more concerns regarding your sales transactions in QBO, feel free to reply. I'm always ready to lend a hand.