Quicken & Other Budget/Accounting Software/Sale Receipts
I am using QuickBooks 2015. I want to make a sales receipt that totals $125. I want to receive $25 cash and a check for $100. Then make a deposit to my checking account. Please help with detailed instructions on how to do this on one sales receipt.
Set up a new payment item in your items list
List menu > items > right click choose new item > type = Payment
Enter an item for Cash , select the radial button for undeposited funds and save
Also it is helpful to have a subtotal item
right click > add new item > type is subtotal
When you are completing your sales receipt, select check in payment method at the
top of the sales receipt.
Enter your sales items and add a subtotal (if more than one)
Enter the cash payment item and enter the amount of cash paid.
This will reduce your sales receipt to the appropriate amount of the check received.
When you save the sales receipt you will see both cash and check in your undeposited
funds window for grouping and making a deposit.
Hope this helps,
Linda Saltz, CPA
Advanced Certified QuickBooks Advisor
We sell and support QuickBooks Enterprise