Sales Receipt vs Invoice in QuickBooks Online (When to Use Each) скачать в хорошем качестве

Sales Receipt vs Invoice in QuickBooks Online (When to Use Each)

Understanding when to use a sales receipt versus an invoice in QuickBooks Online is essential for accurate financial reporting. Each form serves a different purpose, and using the correct one ensures income is recorded in the right place and at the right time. In this video, you’ll learn how sales receipts and invoices work in QuickBooks Online, how they affect your financial statements, and how to correctly record payments and deposits without duplicating income. You’ll also learn best practices for recording payments and matching transactions in the bank feed. 👉 Ready to go deeper? Enroll in our Introduction to Accounting and Bookkeeping course for step-by-step training: https://www.seatonbks.com/bookkeeping... 👉 Prefer to skip the DIY? We offer professional bookkeeping services — schedule a free consultation: https://www.seatonbks.com/consultatio... 📌 Subscribe to Seaton Bookkeeping Services for: • QuickBooks Online tutorials • Bookkeeping tips • Basic accounting concepts 🌐 Website: https://www.seatonbks.com Timestamps: Timestamps: 00:00 - Intro 00:25 - Difference between sales receipts and invoices 01:12 - Creating a sales receipt 01:37 - Example of Etsy sales receipt without customer details 02:12 - Creating an invoice 03:04 - Receiving payment for an invoice 03:43 - Matching deposits with sales receipt and invoice in the bank feed 04:08 - When to use the deposit feature 04:28 - Recording a deposit from the bank feed 05:18 - FAQ: Can you convert a sales receipt into an invoice? 05:34 - How to delete a sales receipt 05:41 - FAQ: Can you convert an estimate into an invoice? 06:05 - How to convert an estimate into an invoice 06:24 - FAQ: What is the purpose of a statement? 06:42 - How to send a statement to a customer 07:07 - FAQ: How do I record 2 forms of payment on a sales receipt? 07:28 - Outro Enjoy your bookkeeping journey! #bookkeeping #quickbooks #accounting