When you are busy managing the daily work for your business, it can be difficult to find time to create your customer sales receipts in your QuickBooks Online account. There is great value in having your accountant do this important work for you. Your accountant will send you a notification requesting the sales receipt details, including payment method, merchant fees and sales tax that will show up on your client dashboard. You can enter sales receipt details directly within the request. You can also upload sales receipt information into a folder within your secure document upload portal or email it directly to your accountant. Your accountant will create sales receipts as needed.

Your Accountant will Check the Mapping for Products & Services

With our Sales Receipt Service your accountant will make sure that your customer sales receipts include product and service items that are correctly mapped to your income and cost of goods sold accounts. Your accountant can create custom income and cost of goods sold accounts to provide you with better insights into the profitability and cost of your sales. This service includes creating bank deposits from groups of sales receipts in QBO to match to your daily bank feed deposits. On average, this service can save business owners 6-8 hours per month depending on sales volume.

Your Accountant will Provide You with Copies of Sales Receipts

Once your accountant had created your sales receipts they will upload copies of them into the From My Accountant folder located within your document upload portal. Your accountant can email sales receipts directly to your customers upon request. You will be copied on all customer communications.

Regina Pitts
Regina PittsChief Financial Officer
Member of the QuickBooks ProAdvisor Program

Your Personal Guide to Seamless Accounting: Advanced QuickBooks ProAdvisor at Your Service

Hey there! I’m Gina, and I’m the proud co-founder of Lend A Hand Accounting. Why did I start this? Well, I believe that everyone should have access to affordable, efficient, and flexible accounting and bookkeeping services. It’s all about making sure these essential services fit snugly into your budget without any fuss.

We’ve ditched the traditional hourly rate system and adopted a flat fee pricing. You might be wondering, “Why does this matter?” Well, this way, you know exactly what you’re paying for upfront and there are no unexpected surprises. You get to pick and choose the accounting services you need, like a customized menu. And the best part? You’re in complete control of when you start or stop using our services. We’re essentially just a call or a text away, no need for endless phone calls or draining trips to the accountant’s office.

I’m not just any accountant though. I’m an Advanced QuickBooks Online ProAdvisor. That means I’m equipped with advanced expertise and resources to help you leverage QuickBooks Online to its full potential. My goal is to make your accounting process smooth and efficient so you can focus on what you do best – running your business.

Ready to get started? Reach out to me directly at 360-637-4799. We can even kick things off immediately if you’re ready. Simply create a free account, and I can instantly take a look at your books and let you know where you stand.

At the end of the day, we’re here to serve you. We really appreciate the trust you place in us and we’re eager to meet all of your accounting and bookkeeping needs. Looking forward to being part of your team!

Take care,


The Content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.