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To create a sales receipt in QuickBooks, navigate to the new menu and select "Sales Receipt." This is used when a customer pays immediately for their purchase. Optional customer information can be added if you wish to track sales by customer. The sale date defaults to today, but can be adjusted if necessary. Select the payment method used; you can also add a new payment type if needed. For credit card payments via QuickBooks, more information is available in the video link provided. If paid by check, record the check number accordingly. Additionally, if a customer will pay later, an invoice should be created instead, which will be covered in a separate video.