How to Send a Sales Receipt in QuickBooks Online

In this article, you will get to know and understand how to issue a QuickBooks Online sales receipt when registering […]

Voiced by Amazon Polly

In this article, you will get to know and understand how to issue a QuickBooks Online sales receipt when registering a customer payment. QuickBooks sales receipt must only be used when getting a payment for a particular invoice that has not been generated.

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.

What a QuickBooks Sales Receipt is?

Identical to an invoice, a sales receipt offers customers a complete elaboration of the services and products that they have bought.

Invoices are generated to request a particular payment from the client. Sales receipts are generated when the customer gives money for the products or services minus any generated invoices. QuickBooks sales receipts register both the earnings from the cash received and sale is done.

How to Send a Particular Sales Receipt into the QuickBooks?

Here are the steps to send Sales Receipts in QuickBooks Online:

Step 1: Build a New Sales Receipt

There are multiple ways to do it. For instance, we can begin from the QuickBooks Online Dashboard. From that particular Dashboard, press the +New button. Now the drop-down menu will open up. The drop-down menu will have multiple columns, vendors, customers, employees, and Other. In the particular Customer column, press the Sales Receipt link.

Step 2: Add the Sales Receipt Details

Now, when you have pressed the link to make a new sales receipt, you will be notified to complete all the details. The precise information is not needed for this purpose. However, you must fill out the minimum requirements:

  • Email
  • Date of Sales Receipt
  • Name of the customer
  • Product description/rate/taxability

Step 3: Save and then Send the Particular Sales Receipt

On the lower side of the right-side you will see the sales receipt window. You will find a button that will say Save and Send. Press it to open the next window. In the next window, you will be notified to create the email which is sent to the particular customer. Add in the required and precise Subject and Body and then press Send and Close.

How to Create a Particular Sales Receipt in the Accounting Software QuickBooks?

The steps to create a particular Sales Receipt in your QuickBooks Online are stated here. Just ensure that you follow the steps in the given order.

Step 1: In your particular QuickBooks Account, press on the + Sign menu.

Step 2: In the particular Customer column, choose the Sales Receipts.

Step 3: Now, the Sales Receipts window will open.

Step 4: Now add the right name of the given Customer who is paying.

Step 5: If it is a New Customer, press the Save button.

Step 6: Give a normal label for the customer if needed.

Step 7: Enter the Services or the Products delivered to this Customer.

Step 8: Also, add other information about the particular Service or Product, if there is any.

Step 9: If there is a New Service or Product, then specify it.

Step 10: Press the Add button.

Step 11: Now enter all the details about the New Service or Product.

Step 12: Open the Particular Service or Product screen.

Step 13: Press on the option Income Account.

Step 14: Now, press on the Save button.

Step 15: You need to Enter the Payment mode using which the customer will pay.

Step 16: In case the Customer has Paid in Check, then specify the number of the cheque in the Particular Reference no. field.

Step 17: In the particular field Deposit To, choose the Bank Account where your funds will be deposited.

Step 18: If you group the Particular Check with various different cash deposits and cheques, then press on Undeposited Funds.

Step 19: If you wish to see how the Sales Receipts look in real, then press on the Print option instead of the preview one.

Step 20: Review the things once. If everything is set and looks proper, then Print the Particular Receipt.

Step 21: Press the Particular Print button when you completed.

Step 22: You can also Click on Save it late when, when you do not wish to Print it.

Step 23: Press on the drop-down arrow on the given Save and Send button.

Step 24: Now, click on Save and Close button.

Step 25: In order to Record a Deposit, press on the +Sign menu.

Step 26: Navigate to the Other Column from the given drop-down option.

Step 27: Press on the Bank Deposit option.

Step 28: Select the right account.

Step 29: Specify it under Add New Deposits.

Step 30: Now, recording the deposit after Generating a Sales Receipt in QuickBooks Online is complete.

To conclude, it is crucial to create a sales receipt when any customer pays you prior to the products or services. Sales receipts are crucial to maintaining proper bookkeeping.

Do you still have doubts? Do you need professional assistance? Then it is high time you should get in touch with us. We have years of expertise in Sales Receipts in QuickBooks Online.

Accounting Professionals, CPA, Enterprises, Owners
Accounting Professionals

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
+1-800-596-0806 or chat with experts.


What is the Difference Between Invoices and Sales Receipts in QuickBooks?

Customers must not get both sales receipts and invoices for one particular sale. If they require to be sent a bill prior to paying, then send them an invoice. Once they have paid, you can give them an invoice that is marked Paid. In case they pay prior to sending a bill, then give them a sales receipt right during the payment.

What is the Significance of Generating a QuickBooks Online Sales Receipt?

Issuing a QuickBooks Online sales receipt has many purposes. It offers your clients with information of what has been bought. It also provides proof of payment. Generating the sales receipt also registers the revenue for your particular income statement. Not to mention, the sales receipts register the customer payment and positions it in the undeposited funds till the next deposit is done.

Can Sales Receipts be Customized once Sales Receipts are Generated in QuickBooks Online?

Yes. The Sales Receipts can be easily customized. In order to customize it, you need to open the particular Sales Receipts. Next, move to the formatting option. Now, press on Manage Templates. Now, you need to create a copy of the Sales Receipts which is the real one and then make edits to the Sales receipts copy.

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.

Close X
Call Now+1-800-596-0806
Top