Skip to main content
March 11, 2025
Question

Any way to bookmark- Sales Receipt

  • March 11, 2025
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

March 11, 2025

Hello, Pensons-Front-Desk.

 

I’ll provide you with all the details and steps needed in managing your sales receipt.

 

If you're referring to the sales receipts creation page, this can't be bookmarked. Simply click +New and then select Sales Receipt to access it directly.

 

On the other hand, if you're referring to the list of Sales receipts, we can filter the transactions in the All sales page and then bookmark it. Here's how:

 

  1. Under Menu, choose Sales.
  2. Click the All sales tab.
  3. Filter the Type to Sales Receipts.
  4. Under Bookmarks, hit Bookmark this page.
  5. Change the Bookmark label to Sales receipts, then click Save.

 

After that, Sales receipts will be stored under the Bookmark section, allowing you to easily access them with just a click.

 

To personalize your sales forms with specific details, refer to the guidelines in this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Let us know if there are other aspects of sales receipts you’d like to discuss. We're ready to assist you.