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This tutorial explains how to create a sales receipt in QuickBooks and utilize the undeposited funds account to group transactions into a single deposit for matching with bank records. A sales receipt is used when the customer pays immediately, while an invoice is created for future payments (discussed in a separate video). To create a sales receipt, access the new menu and select "Sales Receipt." Customer information entry is optional for tracking sales by customer. The sale date defaults to today but can be altered. Choose the payment method, and for new payment types, select "Add New." For credit card payments via QuickBooks Payments, a reference link is provided at the video’s end. An example shows selecting "Cash," with notes on recording check numbers if applicable.
