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Simplify payday and set payroll to run automatically on QuickBooks. Explore QuickBooks Payroll

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MH10001
Level 3

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You need to receive the payment first. Use "receive payment" and let QB create a credit. That will sit on the customer account and you can apply it in the future to anything you would like.

 

You should not use "sales receipt"...you would use that if the customer was paying you for something you actually did and you did not create an invoice for it. That creates revenue. You want this transaction to impact your balance sheet only. 

 

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