How to record sales in QuickBooks

How to record sales in QuickBooks


There are 2 main ways to record sales in QuickBooks. If your customer pays in full, use a sales receipt. However, if they still owe you money for the sale, use an invoice instead.

Create sales receipts
Use a sales receipt if customers pay you in full at the time of sale.

To start, go here: Customers > Sales Receipts

Create Sales Receipt


Create invoices
Use an invoice if customers still owe money for the sale.

To start, go here: Customers > Create Invoices

Create Invoice


Receive payments
When a customer pays you, use the Receive Payments form to apply it to the right invoice. You don’t need to do this if you entered a sales receipt.

To start, go here: Customers > Receive Payments.

Receive Payment


Make deposits
After you record a sales receipt or receive a payment for an invoice, tell QuickBooks where to deposit the money. The deposit you record in QuickBooks should match the actual deposit you make at the bank. It may include multiple payments or sales receipts for the day.

To start, go here: Banking > Make Deposits.

Make Deposit

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