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Bunter89
January 3, 2024
Question

Recording Just eat/Uber sales & card payments

  • January 3, 2024
  • 1 reply
  • 0 views

Hi, is anyone able to help with a couple of issues I'm having. 

Firstly how do I record just eat/Uber/deliveroo sales. Obviously the payment I receive isn't the actual sales with the platform. Plus obviously we sell items that aren't vatable. So would have to enter different amounts. 

 

Secondly our daily card payments contain payments from collections from these platforms as well. How do I separate them from the walk in customers. Then there's the added stress of items not being vatable. Or could I just record the walk in customers and add something to say the vat has already been calculated from the remaining balance. Hope I'm making sense 😬

1 reply

JenoP
JenoP
January 3, 2024

Good day, Bunter89. Allow me to jump in and help with your questions about recording sales transactions in QuickBooks Online. I want to make sure you get the help you need.

 

First, you can record these food deliveries as sales receipts in QuickBooks Online if you want to track them as part of your income. 

 

However, I would recommend consulting an accountant to determine if deliveries like these should be categorized differently than your regular sales transactions.

 

Since some of them are not subject to VAT, you can use the appropriate VAT codes when recording the sales transactions. Some of the codes you can use are Exempt (0%), 0.0% Z (0%), and No VAT (0%). 

 

Let me share these articles as your guide: 

 

 

Regarding your question about separating transactions from walk-in customers - you can utilize QuickBooks Online's Class Tracking feature for this purpose.

 

The Class Tracking tool allows you to categorize transactions into different "classes" to track meaningful segments. Many businesses use classes to break down sales by product line, profit center, department, and other categories.

 

In your case, you could create a "Walk-in" class and assign it to any sales transactions that come from walk-in customers. Then your reports would show walk-in sales as a distinct class.

 

Here's an article that explains more details about this feature as well: Get Started With Class Tracking In QuickBooks Online.

 

For additional guidance, I also wanted to share these articles in case you might need them:

 

 

Please let me know if you require any further assistance with recording sales transactions or managing VAT collection in QuickBooks Online, Bunter89. Our team wants to make sure you feel fully supported using QBO's tools for sales, VAT, and overall financial management. 

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