pauldebruijn-spo
Level 1
‎February 19, 2024 10:23 PM

Does QB have a sales receipt functionality to send a sales receipt directly based on the bank transaction and combine several transactions into one sales receipt?

We are a company delivering physical netball coaching sessions with 800 players coming for sessions every week. We have 4 terms per year so around 800 x 4 = 3200 sales and every sale can be multiple services and products. Customers pay by PayPal, Credit card and PayNow (Singapore) and bank transactions and sometimes combine different products and multiple players’ payments (siblings together for discounts, etc.) 

No functionality to send sales receipts for bank transactions.
QB has a sales receipt functionality which adds one or more transactions to QB. However, when a bank transaction comes in though the bank links, we like to send a sales receipt directly based on the transaction and combine several transactions into one sales receipt. QB lacks this functionality totally and there is a super complicated solution on YouTube which we are not going to use as QB should make our lives easier.

As this is a very simple functionality to build in QB, the question is why it is not available where competitors have this functionality built in. Is QB still upgrading their system or just leaving it as it is with no improvements anymore?
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CharleneMaeF
QuickBooks Team
QuickBooks Team
‎February 19, 2024 11:16 PM

Manage Customers and Income

Your ideas matter to us, pauldebruijn.

 

I understand the importance of having the functionality to send a sales receipt directly based on the bank transaction and combine several transactions into one sales receipt.

 

At this time, the feature to send sales receipts for bank transactions and combine them in one sales receipt is unavailable in QuickBooks Online. As a workaround, you can look for a third-party application that you can integrate with the program. QBO supports thousands of various apps for any functionality you may need. Head to the Intuit App Center and type a keyword in the search bar.

 

You can follow these steps:

 

  1. On the left panel, click Apps.
  2. Go to the Find Apps tab.
  3. Use the search bar to look for an app.

 

Stay in touch if you need assistance managing your sales transactions, pauldebruijn. I’ll be right here to answer them for you. Enjoy the rest of the week. 

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