Category: Sales Receipt

How to link expenses to specific customers clients

October 25, 2015
Missing E-Invoicing “Online Payment” options from top of an Invoice form

October 20, 2015
How do you email a packing slip from the invoice

October 16, 2015
How to change transaction numbers on sales forms (Invoices, Sales Receipts)

October 11, 2015
How to setup recurring Sales Receipt to automatically send email

Assuming you already have a recurring Sales Receipt template setup (*) for a customer and that recurring template shows an email address for the customer, you will need to do the following. From the home page screen: left navigation bar Customers From the customer center page, select a customer Select “Edit” button (upper right corner)…

August 9, 2015
QuickBooks – How do I edit the footer message which appears in all my Invoices

To edit the invoice footer message: From the home page screen Click in the company gear at the upper right Go the settings Click custom form styles Find the Standard template under Name and click Edit under Action Select Footer See “Message to customer”. This is where you can edit the message details from the…

June 28, 2015
Recording Daily Sales – Restaurants, Retail Stores, POS Cash Register, Sales Template

In QBO Essentials and, you can create a Recurring Sales Transaction to be used at the end of each day to record your daily sales transactions. This YouTube video will show step-by-step instructions on how to record daily sales in QBO. We highly encourage you to watch the entire video. You do not want to…

March 8, 2015
I need to edit deposits and want to make it sales receipt instead. How can i do with without deleting the transaction.

There is no way to switch transaction from deposit to create sales receipt. Delete entered deposit Create new Sales Receipt

July 27, 2014
How do I batch print unprinted Sales Receipts now in new QuickBooks Online (QBO)?

From the home page screen Go the blue navigation bar on the left Select Transactions Select Sales Filter these transactions by”Sales Receipts” (Type) and “To be Printed” (Delivery Status) under the status drop down menu Click blue “Apply” button Click Batch Transactions Select Print Transactions Give few seconds to load to be printed pages Click…

July 21, 2014
How can I delete a sales receipt in new QuickBooks Online?

To delete Sales Receipt: From the home page screen Select Create (+) Plus sign (upper-middle) Select Sales Receipt tab under Customers heading Open up the Sales Receipt Look on the bottom for the “More” button Click that and one options is to “Delete” it Select “Delete” Done

July 5, 2014
How can I default Sales Receipts to Undeposited Funds account in new QuickBooks Online (QBO)?

The setting for “Deposit to” on the Sales Receipt form is “sticky”. All you need to do is save your first Sales Receipt to “Undeposited Funds” accoount under “Deposit to” field. Once saved, the next time you open the Sales Receipt screen – it will default to Undeposited Funds account.

July 4, 2014
How to disable the request for customer email in sales receipts?

Question: How can I disable the request for customer email in sales receipts. I don’t want to send or enter the customers email. I want to save Sales Receipts. And the transaction can’t save until I enter an email. Answer: On the Save and Send button, click the drop down arrow and use either Save…

June 13, 2014