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June 14, 2024
Question

How do I add income manually? I get a weekly statement showing my total income for the week minus any deductions.

  • June 14, 2024
  • 1 reply
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1 reply

Tori B
June 14, 2024

Good morning, @heavyhaulmark-gm.

 

Thanks for reaching out to the QuickBooks Community. I hope you're having a great day so far. 

 

To enter income in QuickBooks, you'll need to record your sales. For example, your workflow could look like this:

 

  1. Create Invoice. 
  2. Record customer payment. 
  3. Record Deposit. 

 

Below I'm including some steps to create invoices and payments in QuickBooks Online to guide you through the process. 

 

To create an invoice: 

 

  1. Select + New.
  2. Choose Invoice.
  3. Click on Add Customer and choose a customer from the dropdown. Make sure all of their info is correct, especially their email address.
  4. Review the Invoice date, Due date, and Terms. Enter new dates or terms, if you need to. Tip: In the Terms field, Net refers to the number of days until the payment is due.
  5. Hit Add product or service and select a product or service from the dropdown.
  6. Select how you want to calculate the charge amount - flat rate, by hour, or by item. Enter a quantity and rate, if needed.
  7. To customize the info or design of your invoices, select ⚙ Manage. Then choose the options from the side panel. QuickBooks remembers your choices and applies them to all existing and future invoices.
  8. Hit Save and Close

 

To record payment: 

 

  1. Select + New.
  2. Choose Receive payment.
  3. From the Customer dropdown, click on the name of the customer.
  4. From the Payment method dropdown, choose the payment method (credit card, debit, PayPal, Venmo, or ACH bank transfer).
  5. From the Deposit to dropdown, pick the account you put the payment into.
  6. In the Outstanding Transactions section, tap on the checkbox for the invoice you're recording the payment for.
  7. Enter the Reference no. and Memo if needed.
  8. Hit Save and close.

 

For more information about this process, check out the help articles I'm including below:

 

 

If you wish to not record invoices, you can just record your total daily sales all at once. For more information to do this, check out this guide: Record your total daily sales in QuickBooks Online.

 

That should do the trick. Please don't hesitate to let me know if you have any questions or concerns. I'm happy to help out. Take care!