Sales Receipts for Clients Using QuickBooks Online

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.