Skip to main content
V
Valpaige
July 21, 2020
Question

How to set up Daily Sales Summary - Item List - Charge & ROA

  • July 21, 2020
  • 1 reply
  • 0 views

Hello,

 

I am trying to create a recurring Daily Sales Summary for a business.  The part where I am having difficulty is in the Item List portion of setting up.  There are customers that have an account with the business where they charge their purchases and pay at a different time.  How would I set this up in the Item List and which account do I link to these accounts.  The items that I would like to add are Charge (where the customer charges to their account with the business, ROA (payments made by the customer to their charge accounts with the business), Savings Deposit (where a customer has an account where they deposit money for safe keeping), Savings Withdrawal (where a customer withdraws from their savings account).

1 reply

J
JamesM
July 21, 2020

Hi Valpaige,

 

QuickBooks Desktop is a hassle-free program which helps automate most of the manual tasks associated with your accounting. It's important you're able to complete the set up in the Item List so you can focus on doing what you love. 

 

I recommend contacting an accounting professional to get professional advice on this. If you're not in contact with one, I encourage you to search for one on our website using this link here. Doing this will help prevent any future discrepancies. I'll also leave this question in the Community so other accountant users can chime in and share expert advice. Let me know if you have other questions. I'm here to help.

Terms & ConditionsAccessibility statement