Add phone in the Sales Receipt

Aug 6th, 2022
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How to add phone in the Sales Receipt

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hi mrs. Rachel Barnett with gentle frog in todays video of custom QuickBooks training I want to talk to you about the differences between entering a sales receipt entering an invoice and just making a deposit into your register [Music] all of these are three different ways of recording income in to your QuickBooks and sometimes its a little confusing to know which is which for this demo Im going to be using the QuickBooks online test drive file when you deposit money into your bank account thats income you need to tell QuickBooks this is income from there you need to decide it may can attract the person that its coming from in the services I have sold them or am I just gonna record it as income the question becomes what information do you want QuickBooks to provide back to you later if youre the ice cream seller at the farmers market you just need to know how much money you collect and selling ice cream if you provide services such as repairs or consulting or coaching that sort o

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Go to + New, then select Sales receipt. From the Customer ▼ dropdown, select a customer. Note: If you havent set up your customer yet, select + Add new. From the Select a product/service ▼ dropdown, select the product or service that you sold.
0:23 2:32 Video. To start go to the new menu. And select sales receipt customer information is optional on aMoreVideo. To start go to the new menu. And select sales receipt customer information is optional on a sales receipt. But if you want to track your sales by customer. You should enter it the date of the
Add a phone number to a single transaction Select the sales transaction you want to edit, then select Edit invoice. Select Bill to or Ship to then type in the customers phone number. If you dont see the Ship to field, you may have to turn on this setting. To turn it on: Select Save.
In the Money in section, select Sales receipts or Invoice payments. Select the sales receipt or invoice payment that you want to edit. Select Edit ✎. Make changes, then select Save.
Create your sales receipts Go to Customers, then select Enter Sales Receipts. From the Customer: Job ▼ dropdown, select a customer or job. If the customer isnt on the list yet, select Add New. Fill in the relevant information at the top of the form like the Date and Sale No.
What to include on a receipt. Your business name, address, and phone number. Sale date and time. Transaction number. Product or service description. Cost. Tax, if required.
Note: If you havent already, the QuickBooks Online app for iOS or Android. Open the QuickBooks Online mobile app. Select the Menu icon. Select Receipt snap. Select Receipt camera and snap a photo of your receipt. Select Use this photo, then Done.

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