How to Create Sales Receipts in QuickBooks

QuickBooks provides many powerful tools for managing customer payments, including recording sales receipts. To create a sales receipt in QuickBooks, follow these five steps.

This feature works the same in versions 2011–2016 of QuickBooks.
  1. On the Home page, in the Customers panel, click Create Sales Receipts.
    Create Sales Receipts

  2. From the Customer:Job drop-down list, select or start typing the customer name.
    Enter Customer Name

  3. Fill out the Sales Receipt form, entering the date, payment method (including check number, if applicable), the items sold, and item details such as description, quantity, and rate.

  4. Mark the To be printed and/or To be e-mailed checkbox(es) or neither to indicate how the receipt should be distributed to the customer.
    Distribution Checkboxes

  5. Review the receipt, then click Save & Close.

You can now confirm the sales receipt was recorded correctly by viewing the customer's transaction detail in the Customer Center.
Transaction Detail in Customer Center

Author: Lee Fifield

Lee is a writer, editor, and technology evangelist. Lee received her undergraduate degree in Communications from Ithaca College.

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