My clients send me payments through etransfer. I just started QB I want to know how to categorize the payments. do I create the sales receipt once the payments are in?

Hi there vmoman-psy-gmail,

It's important that all your transactions are well entered for your books to be well balanced. QuickBooks Online is a great tool able to help you keep track of sales and expenses so you can see the profit of your business. I can provide some information about entering transactions.

If you've already entered those transactions as an invoice, you'd need to create a payment on that invoice. To do so, go to the Sales tab, then All invoices. Find the invoice in the list, then click on the option to Make payment. Select the date of the payment, as well as the bank account so that it can be applied correctly.

If you haven't entered an invoice, you can use a sales receipt to enter this transaction, as it has yet to be recorded as a sale in your books.

If you have any other questions, feel free to reach out here.