welcome to the fit small business
QuickBooks Online training course in
this lesson we're going to cover how to
create sales receipts and QuickBooks
Online to follow along with me
login to your QuickBooks Online account
now or click the link below this video
for a free 30-day trial of QuickBooks
Online you can also click this link to
access our full QuickBooks Online course
and other helpful resources let's get
started a sales receipt is a document
that provides customers with a detailed
description of the products or services
that they are purchased from you if you
receive a payment from a customer at the
time of sale then you would create a
sales receipt in QuickBooks to record
both the sale and payment refer to the
text part of this lesson to learn how
the sales receipt affects the accounts
and financial statements when you create
a sales receipt in QuickBooks you get a
couple of benefits one your financial
statements are updated in real-time to
reflect a change in your income and bank
account balances second you can email
sales receipts to your customers
directly from QuickBooks so that your
customers have a detailed record of the
products and services that they
purchased from you for the purposes of
this video we will use a fictitious
company called Paul's plumbing as you
viewed this video think about how the
information might differ for your
business to begin after you sign into
your QuickBooks Online account click on
the plus sign on the home page and
navigate to the sales receipt section
this is the sales receipt form on your
screen we will go ahead and complete
these fields for our fictitious company
Paul's plumbing so the first field is
the customer name if you have not set up
your customer information yet you can do
so by clicking on the drop-down and
scrolling up to the top of the list to
select add new in the setting of
customers lesson we walked through how
to set up customer profiles click this
link to watch this video tutorial email
address this information will
automatically populate from the customer
profile if you did not enter the email
address in the customer profile then
this field will be blank you can enter
the email directly into this field and
it will automatically update the
customer profile
address this information will
automatically populate from the customer
profile if you did not enter the billing
address in the customer profiles in this
field will be blank you can enter the
billing address directly in this field
but it will not automatically update the
customer profile you will have to go
back to the customer profile and enter
this information for it to automatically
populate going forward sales receipt
date this is typically the date of the
sale to your customer typically
QuickBooks will default to today's date
if you are creating the sales receipt
sometime after the date that you made
the sale then you will need to change
this date payment method select the
payment method from the drop-down list
here the options are cash cheque and
credit card if you have an intuitive
count select credit card for the payment
method and enter your customers credit
card information once you save the sales
receipt QuickBooks will process the
credit card payment and a message will
display on the screen to inform you
whether the credit card payment was
accepted or declined well we'll go ahead
and select check payment here and then
in the reference field if your customer
did pay by cheque you want to enter the
check number in this field if the
payment method was not checked then you
can enter any information here that will
help you reference the payment later on
the deposit to field is where you want
to select the bank account that you will
deposit this payment to from the
drop-down here so I'll go ahead and
select Bank of America the products and
services section is where you want to
select each product or service that you
sold to your customer if you have not
set up the products and services
information yet you can do so by
clicking the drop-down and scrolling up
to the top and selecting add new and the
setting up products and services lesson
we walked through how to set up products
and services that you sell to your
customers click this link to watch this
video tutorial so we won't go ahead and
complete our products and services
information for our customer so keep in
mind that the description field while
automatic
we populate based on the description
used to set up the product or service
you can also enter directly into the
sales receipt a custom description here
but it will not update the product and
service item to do so in order for this
description to automatically populate
going forward you will have to go back
and set up products and services you
want to enter the quantity feel if
applicable and the rate and then
QuickBooks will calculate the amount by
multiplying the quantity in the rate
fields once you are satisfied at the
information on the sales receipt go
ahead and do a print preview to see what
it looks like and here is our completed
sales receipt for our fictitious company
Paul's plumbing after you are satisfied
with the sales receipt you can either
print it out and mail it to your
customer or you can email it directly
from QuickBooks so we'll go ahead and
close out of the Print Preview window
and email this sales receipt to paul's
customer so go ahead and click on the
save and send button in the lower right
hand corner and that will bring up the
send email form for us to take a look at
on the left hand side you'll see the
send email information and on the right
hand side is a preview of the sales
receipt that we want to send to our
customer the email address is
automatically populated from the
customer profile here the subject line
consists of the sales receipt number
that was issued by QuickBooks along with
a company name you can edit this
information if you'd like and then the
body of the email is what's going to
appear here this is customizable and you
can edit it put a custom message here if
you'd like for that as well once you are
satisfied with this information
you want to click the save to send Q &
close buttons be sure to check your
email delivery settings before sending
emails to your customers we covered this
and know how to set up sales form
content lesson to access this lesson
click on this link that wraps up the
lesson on how to create sales receipt in
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