In this free video tutorial, you will learn step-by-step instructions on how to create sales receipt template using bundle feature and also how to enter daily sales summary using that template. This video tutorial is specifically designed for retail, service and restaurant businesses. If you’re a bookkeeper or office staff whose job tasks include entering daily sales summary into QuickBooks, this is the video you must watch. Watch this video in its entirety and you will know how to handle daily sales summary the right away.
On Receive Payment screen (create + sign > customers > receive payment) > select deposit to: undeposited funds > choose invoice and payment amount > save
Next step > On Bank Deposit screen (create + sign > other > bank deposit) > select customer payments > match total payment to bank deposit > save
If you are downloading bank transactions > banking center (left navigation bar > transactions > banking) > click deposit in question > deposit transaction screen will expand > select “Find Match” > select transactions (payments) to match deposit amount > save
- Select the Company Gear (located top upper corner)
- Select “Company Settings” under Settings header
- Select “Payments” under Settings”
- Select “Existing Accounts:” under Payments
- Click “Connect” button
- New Intuit login screen will open (see screenshot photo below)
- Sign in and follow the instructions
For accepting QuickBooks Merchant Online Payment feature, select QuickBooks payment learn more button
QuickBooks Payments Get paid more ways, fast!
Take credit card or bank transfers
Accept payments through QuickBooks, emailed invoices, and mobile
QuickBooks automatically updates when you’re paid