To complete this exercise, you must be in the Sample company. To get into it, click on the Gear icon on the top right corner of the screen, then select Sample company.
Note that you will be logged out of your current account. If you are sure, click "Continue" to confirm.
Hands On Practice
Now let's get started with the exercise.
2
Click the "+New" button, select "Sales receipt".
3
In the Customer field, select "Kate Whelan".
In the Sales receipt field, leave the date as is. In real life, this would be the date of the transaction.
4
In the Payment Method field, select "Cash".
NOTE: In a real life scenario, you should use "Undeposited Funds" or "Payments to Deposit" when recording cash payments. The example below comes directly from Intuit's ProAdvisor Challenge, but is incorrect.
5
In the Deposit to field, select "Checking".
6
On the first line, in the Product/Service field, select "Maintenance & Repair".
7
In the Amount field, type "60".
8
Click the "down arrow" next to Save and send, then select "Save and close".
In a real life scenario, you can Save and send a copy of this Sales Receipt to the customer.
📚 Get the Full Course
This exercise comes from our Level 1 ProAdvisor certification course. Do more like it and pass your QuickBooks Level 1 ProAdvisor certification course in one weekend by [clicking here.](https://www.fastandeasyqbo.com/basic)