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This tutorial explains how to create a sales receipt in QuickBooks and use the undeposited funds account to group transactions for single deposits matching bank records. If a customer pays immediately, a sales receipt is recorded; if they pay later, an invoice is created (covered in another video). To start, navigate to the new menu and select "sales receipt." Customer information is optional, but entering it can help track sales. The sale date defaults to today but can be modified. Select the payment method used, with options to add new types. For credit card payments, a different process is outlined, while in this example, a cash payment is chosen, with an option to record a check number if applicable.
