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To create a sales receipt in QuickBooks, access the new menu and select "Sales Receipt." Customer information is optional, but it's recommended to track sales by customer. The default sale date is today, but it can be adjusted if necessary. Choose the payment method used by the customer; if needed, you can add a new payment type. For credit card payments via QuickBooks Payments, refer to the resources provided at the video's end. If paid in cash or by check, record accordingly, including a check number if applicable. Additionally, understand the distinction between sales receipts (for immediate payments) and invoices (for later payments), which will be explained in another video.
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