In this installment of our QuickBooks 101 series I'll provide instructions for creating a Sales Receipt in QuickBooks Desktop. Additionally, I'll share how to create a QuickBooks Sales Receipt directly from within Method:CRM.
What is a Sales Receipt?
Every business owner is aware that once a sale is successfully negotiated, payments are received and the product or service has been delivered to the customer, one final step remains. A sales receipt allows your customers to keep track of their own purchases, building out their own trail of breadcrumbs not only for tax purposes, but also to keep track of their own workflow processes.
How do I create a Sales Receipt in QuickBooks Desktop?
1. From within QuickBooks, go to Customers >> Sales Receipts.
2. You should now be seeing a blank Sales Receipt screen similar to the screenshot below.
3. Choose a Customer/Job from the dropdown list at the top-right of the screen. When the Customer/Job is selected, the Date, Sold To, Sale No., and Payment Method fields will be populated automatically with the Customer’s/Job’s info.
4. Add the items to be sold in your items list in the section below:
5. Fill out the Customer Message, Memo, and tax info if required. Click one of the Save buttons at the bottom of the screen.
6. You're done! You have just created a Sales Receipt from your QuickBooks Desktop Account.
Can I create a Sales Receipt in Method:CRM that will sync with QuickBooks?
You sure can!
Here's How:
1. Navigate to Customers > Sales receipts in your CRM tab group.
2. On the New/edit sales receipt screen, select a customer or lead from the Customer:Job drop down list.
3. Specify a date for your sales receipt using the generated calendar.
4. Specify the payment type, account that received the deposit, the sales rep associated with the sale, the carrier of delivery, and the sales items that were delivered.
5. Fill in all line items by choosing from the Item drop down menu. When you’re done, click Update to generate a subtotal.
6. Provide a customer message, identify whether or not the total should be taxed (clicking Save will apply the taxes if applicable), and include a memo if necessary.
7. You can also choose to flag this sales receipt to be printed or emailed in QuickBooks, mark it as pending, or keep it from being pushed to QuickBooks by flagging it as waiting for approval.
8. Click Save to apply taxes to your total and save. Clicking Save & New will do the same but clear the fields in preparation for a new sales receipt.
If you're new to QuickBooks and Method:CRM, I hope you have found this post helpful :) Have specific questions you want answered? Please leave a comment below or tweet me @MethodCRM.
Lynda :)
Method:CRM Content & Community Coordinator
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