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To create a sales receipt in QuickBooks, go to the new menu and select sales receipt. Customer information is optional, but you can track sales by customer if entered. The date defaults to today but can be changed. Choose payment method, add new types if needed. For this example, select cash or record check number if paid with a check. Use undeposited funds account to group transactions for matching bank records. Sales receipt is used for immediate payments, while invoices are for later payments. See separate video for invoicing. QuickBooks payments option available for credit card processing.