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To create a sales receipt in QuickBooks, start by selecting the sales receipt option from the new menu. Customer information is optional, but entering it is beneficial for tracking sales by customer. The default date is today, but it can be adjusted for previous sales. Choose the payment method; if a new type is needed, select "add new." For credit card payments, refer to QuickBooks Payments. If the customer pays immediately, you record a sales receipt; otherwise, invoices are created for later payments, which is discussed in another video. Additionally, learn how to use the undeposited funds account to group transactions for a single deposit.