How to Create sales receipts in QuickBooks

1. Open the sales receipt form. You can reach it from the Home screen or from the Customers menu (the option is labelled Create Sales Receipts or Enter Sales Receipts, depending on your version).
2. Pick the buyer in the Customer: Job field. Not listed yet? Choose Add New to create the customer record on the spot.
3. Complete the header details, such as the Date and the Sale No.
4. Set the payment method the customer used.
5. Add each product or service you sold on a separate line in the detail area.
   Note: QuickBooks fills in the description and amount from the item record you created earlier. You can overwrite either value on the form if this sale is different.
6. To give a discount, you first need a discount item in your item list:
   1. Go to Lists > Item List.
   2. Right-click inside the list and choose New.
   3. Set the Type to Discount.
   4. Give the item a name or number in Item Name/Number and add a short Description.
   5. Type a fixed value or a percentage in Amount or %. If your discounts change from sale to sale, leave this field empty and type the discount on each sales form instead.
   6. In Account, choose the income account where you want customer discounts to be recorded.
   7. Choose the correct Tax Code and click OK. You can then add the discount item as a line on the sales receipt.
7. When everything is correct, click Save & Close.

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