Step by Step: Receive Payment
1. The next step is to receive payment. Dan sent us a check for $300. Click Receive payment next to his name.
2. A list of Outstanding Transactions shows up for this customer with the invoice checked. You can deposit to Undeposited Funds or directly into a bank account. In a real company, if you’re signed up for QuickBooks Payments, you would see a box to check to process a credit card here. You’ll learn more about payments in Module 5. Choose Undeposited Funds then Save and close.
From the Sales Transactions page you can enter transactions based on the currently listed transaction (click the drop-down in the Action column for that transaction), or you can create new sales transactions (click the New transaction drop-down at the top of the page).
Enter Transactions from Quick Create
If you have the expanded view of Quick Create open, you can see a list of sales type transactions under the Customers column.
ROI Accounting, LLC serves St. George locally and the U.S. remotely and provides a full range of QuickBooks support and bookkeeping services. As always, if you have any questions, please give us a call.
Partial example from sample company to the right: