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Sales Receipt

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
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Sales Receipt Sales Receipt 2 undeposited funds

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.

Sales Receipt Deposit to Undeposited Funds Sticky
Sales Receipt Deposit to Undeposited Funds Sticky
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Company Gear Company Settings Sales Receipt Sales Receipt 2

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 and Close or Save and New. It also applies to Invoice.

save and send selector merge
save and send selector merge
save and send selector 2
save and send selector 2
Categories
Customer Center Customers Invoice Sales Receipt

How to email multiple invoices in a batch in new QuickBooks Online?

In order to e-mail multiple invoices in a batch, from the home screen

  • Go to blue navigation bar on the left
  • Select Transactions
  • Select “Sales” under Transactions
  • This will pull up a list of Sales Transactions
  • Click on the orange bar at the top of the screen to show just “Open Invoices”
  • Click the check mark box at the top of that list of open invoices (next to “DATE” columnn)
  • Select “Send Transactions” from the “Batch Actions” drop down selector
Sales Transactions Open Invoices Orange Bar
Sales Transactions Open Invoices Orange Bar
Sales Transactions Open Invoices Select All
Sales Transactions Open Invoices Select All
Sales Transactions Open Invoices Send Transactions
Sales Transactions Open Invoices Send Transactions

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Bank Deposit Invoice QBO Receive Payment Sales Receipt

QuickBooks Online (QBO) Tutorial – Customer Invoice, Sales Receipt, Receive Payment, Bank Deposit

This QBO tutorial video is a step-by-step guide to complete invoicing process (Customer Invoicing, Sales Receipt, Receive Payment and Bank Deposit). It covers how to handle all forms of payments like check, credit card, debit card, PayPal and Amazon payments. It explains how to record merchant service fees as well as PayPal and Amazon fees. It also explains how to match bank downloaded transactions.

 

#QuickBooks Online