How to Enter Store Receipts into QuickBooks?

Adding store receipts into QuickBooks offers a route to monitor transactions and provides a comprehensive record of every sale. Companies […]

Voiced by Amazon Polly

Adding store receipts into QuickBooks offers a route to monitor transactions and provides a comprehensive record of every sale. Companies offer one receipt to the customer and store a copy of the other receipt by either printing it or by storing the information automatically in a particular electronic Point-of-sale system.

Businesses that store only the physical copy of a receipt must enter the data into QuickBooks manually. By adding the transactions into QuickBooks it is possible to run retailed reports and offer comprehensive accounting information.

Save Time, Reduce Errors, and Improve Accuracy

Dancing Numbers helps small businesses, entrepreneurs, and CPAs to do smart transferring of data to and from QuickBooks Desktop. Utilize import, export, and delete services of Dancing Numbers software.

Here is how you enter Store Receipts in QuickBooks. Let’s learn about the process in detail.

How to Enter Store Receipts in QuickBooks?

Here you can follow the below mention steps to enter store receipts in QuickBooks.

Step 1: Launch the QuickBooks software and press the Customers menu. Now click Enter Sales Receipts.

Step 2: Press the Daily Sales summary from the given template drop-down. Now you can also choose New Template and enter all the related fields that are available.

Step 3: Add Register Summary in the drop-down menu filed of Customer: Job. Press Quick Add in case you have not made a Register Summary. Or else, press Set Up to make a new record.

Step 4: Add the transaction cost of every item on a different line in the particular Amount column. Then, enter a number for the particular quantity for every item in the given Quantity column.

Step 5: Press right-click on a particular empty line right underneath the last transaction and choose Insert Subtotal Line from the provided options. Right below the subtotal line, add the total tax from the particular sales receipts in the given Tax column along with the sales tax percentage in the given Rate column.

Step 6: Press the payment type method from the drop-down menu for Pay Method. In case the customer has paid via two separate payment methods, you should create a different receipt for every portion of the particular payment.

Step 7: Add the total received for the particular items in a different line as a negative number in order to display the deduction from the items cost charged to the particular customer.

Step 8: Make the last row that displays the overall amount the customer has given for the transaction. The final amount in the total section of the particular receipt must display a zero balance.

If the total number is negative, enter Overage in the particular final item line of the sales receipt and add the total amount from the given Total section shown as a positive number.

In case, the number is positive, enter Shortage in the particular final item line of the sales receipt and add the overall shown as a negative number.

How to Enter Cash Receipts into QuickBooks?

Here are the steps to enter cash receipts into QuickBooks:

Step 1: Navigate to QuickBooks and choose Lists. Then click Chart of Accounts. After that press the Account from the given drop-down. Now choose Bank and then press Continue.

Step 2: Add a name for the particular account in the given account field like Cash Drawer or Petty Cash. Select the opening balance as 0. Choose the present date from the as of field. Press Save and Close option.

Step 3: Choose the List menu. Now select Chart of Accounts. Now select the petty cash account that you have built.

Step 4: Then add a payee or else you can keep the field blank which makes it convenient to monitor the information for you if you need it. Add the receipt amount in the given Payment column and then go on to the following line.

Step 5: Choose the particular Account drop-down. Select the expense account with which you wish to link the purchase. Press the Splits if you require dividing the money between accounts. Press Record.

How Can You Add Paper Receipts to QuickBooks Online?

Here is how you can upload paper receipts to QuickBooks Online:

Step 1: Open the particular QuickBooks Online app on your mobile.

Step 2: Open the particular app and then click on the icon for Menu.

Step 3: Press Receipt snap.

Step 4: Press on the icon for receipt camera icon and take a photo of your particular receipt.

Step 5: Press Use this photo and then click Done.

Hope the process and steps involved in entering store receipts into QuickBooks are clear to you. We have provided all the steps in order for you to understand and apply them to resolve your QuickBooks problem.

Do you still think you need assistance or professional help? Then worry not. We are here for you. Our Dancing Numbers team of experts and professionals who have handled such problems in the past can provide an effective solution to you in minutes.

Accounting Professionals, CPA, Enterprises, Owners

Looking for a professional expert to get the right assistance for your problems? Here, we have a team of professional and experienced team members to fix your technical, functional, data transfer, installation, update, upgrade, or data migrations errors. We are here at Dancing Numbers available to assist you with all your queries. To fix these queries you can get in touch with us via a toll-free number
+1-347-428-6831 or chat with experts.


How to Add Petty Cash Receipts in QuickBooks?

In the QuickBooks software, users require to set up petty cash prior to beginning posting transactions into this particular account. In order to set up a petty cash account, you must adhere to the steps given below:

Step 1: Navigate to Settings.

Step 2: Press on the Chart of Accounts.

Step 3: Press on New and then click Bank.

Step 4: Choose Cash on Hand from the given drop-down menu.

Step 5: Enter Petty Cash for the particular account name.

Step 6: Add money you have saved for petty cash in the Balance Field.

Step 7: Press on Save and Close.

Note: When transactions are created in QuickBooks, you can choose to post those transactions in a particular petty cash account. Hence, you will not have to make a check for a particular transaction.

How to Add Credit Card Expenses in the Software QuickBooks Online?

As a user, every customer of QuickBooks is entitled to get the entire benefits of the software and its inherent features. One such feature is monitoring the Credit Card expenses and keeping a track of them.

Here is how you can enter credit card expenses in QuickBooks Online:

Step 1: Click the + New button and then click Expenses.

Step 2: Select the particular Payee from the given drop-down list. Also, mention the Credit Card from which the purchase has been made.

Step 3: In the particular Account details segment, mention Partner’s Equity or Owner’s Equity in the given Account column.

Step 4: Add the particular purchase amount.

Step 5: Press on Save and then close screen.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

img

Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

img

Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

img

Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

img

Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Dancing Numbers: Case Study

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

Book your consultation Book Free Consultation
Call Now+1-347-428-6831
Dancing Number

We value your privacy and are strongly against any kind of phishing, spam, and malware. We collect your information for our legitimate business purpose only. This information is safe with our in-built security.

X



    Top