Depending on when you receive the payment, there are two ways to record sales transactions in QuickBooks.
For a deferred payment, use Invoice and Receive Payment. Think of this as a two-part transaction. First, you create the invoice to record the sale. Later, when your customer pays, you record a payment against that invoice.
For an immediate payment, use Sales Receipts.
- Select the Plus icon (+) at the top and then select Invoice to create the invoice.
- Select the Plus icon (+) and then select Receive Payment to close out the invoice.
Using Sales Receipts:
- Select the Plus icon (+) at the top and then select Sales Receipt to create the sales receipt.