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In this tutorial on creating a sales receipt in QuickBooks, you'll learn to utilize the undeposited funds account to consolidate transactions into a single deposit for bank record matching. A sales receipt is used when a customer pays immediately, while an invoice is created for later payments, which will be covered in another video. To create a sales receipt, navigate to the new menu and select "sales receipt." Customer information is optional, but entering it helps track sales by customer. The sale date defaults to today but can be adjusted. Choose the payment method, and you can add new payment types if needed. For credit card processing using QuickBooks Payments, refer to a link provided at the end of the video.
