Entering monthly cash takings

You can create a sales receipt to enter your monthly cash takings, zoeg345. I’m here to help you through the process step by step.

The link shared by FishingForAnswers might be the post you asked before in the Community forum. Also, to record your monthly sales in QuickBooks, you can create a sales receipt. To accomplish this, follow the steps outlined below:

1. Go to the + New icon.
2. Select Sales Receipt.
3. Choose the customer from the Customer dropdown.
4. Enter the sales info, such as the Payment method.
5. From the Select a product/service ▼ dropdown, choose the product or service that you sold.
6. Click Save and Send.

However, if you collect the same payments from your customers every month, you can schedule recurring sales receipts. That way, you don't have to create one every time. Here's how:

1. Go to the Gear icon ⚙ and select Recurring transactions.
2. Select New.
3. From the Transaction Type ▼ dropdown, choose Sales Receipt, then OK.
4. Enter a template name. This won’t appear on the transaction.
5. From the Type ▼ dropdown, select Scheduled.
6. Choose the customer’s name from the Customer ▼dropdown and verify the email.
7. Set the interval. For example, if you need a sales receipt every first day of the month, the interval is Monthly on day 1st of every 1 month.
8. Enter the start and end date.
9. From the Payment method ▼ dropdown, select an appropriate payment option.
10. Enter all the required product or service details.
11. Click Save template. 
    
    

For detailed information about making a recurring sales receipt in QuickBooks Online, see this article: Set up a recurring sales receipt in QuickBooks Online.

I'll be adding these links that will help you personalise your sales forms and deposit your customer payments in QuickBooks:

• Customise invoices, estimates, and sales receipts in QuickBooks
• Record and make bank deposits in QuickBooks Online

This forum is always open if you have other concerns about recording sales transactions or any QuickBooks-related queries. We'll get back to you to assist you further. Have a great day ahead!