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To create a sales receipt in QuickBooks, start by opening the new menu and selecting "Sales Receipt." If a customer pays immediately, use a sales receipt; if payment is later, an invoice is needed (covered in another video). While customer information is optional, entering it helps track sales by customer. The sale date defaults to today, but it can be modified. Choose the payment method, and if necessary, add a new payment type. For credit card payments using QuickBooks Payments, refer to the provided link. Cash can be selected as a payment method, and if paid by check, record the check number. Additionally, learn to use the undeposited funds account to group transactions for a single deposit to match bank records.