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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 recommended for tracking sales. The default sale date is today, but it can be adjusted. Choose the payment method; you can add a new type if needed. For credit card payments via QuickBooks payments, check the provided link. Select "Cash" for this example, and note the option to record a check number if applicable. Additionally, remember that you should create a sales receipt for immediate payments and an invoice for future payments, which will be covered in a separate video. The tutorial also discusses using an undeposited funds account to group transactions into a single deposit that matches bank records.