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QBPOS-Help/backups/backup_html_20260109_181155/receiptsoverview.htm

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="MS-HAID" content="Receipts">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Sales Overview</title>
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Sales Overview</p>
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a1">How do I?<img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
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<p class="Help-Text"><a href="receipt1005.htm">Make a sale</a></p>
<p class="Help-Text"><a href="../qbpos_basic_procedures/basic303.htm">Add items to receipt</a></p>
<p class="Help-Text"><a href="receipt1018.htm">Edit receipt items</a></p>
<p class="Help-Text"><a href="receipt1029.htm">Add customer to receipt</a></p>
<p class="Help-Text"><a href="receipt1006.htm">Change receipt price level</a></p>
<p class="Help-Text"><a href="receipt1033.htm">Give discounts</a></p>
<p class="Help-Text"><a href="../qbpos_basic_procedures/basic_tax_hdi.htm">Collect sales tax ..<img src="../image/yellow_up.gif" alt="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a></p>
<p class="Help-Text"><a href="receipt1014.htm">Take payment...<img src="../image/yellow_up.gif" alt="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a></p>
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<p class="Help-Text"><a href="receipt_payment_giftcard.htm">Sell gift card</a> or <a href="receipt_payment_giftcert.htm">certificate</a></p>
<p class="help-text"><a href="../qbpos_basic_procedures/basic_holding_a_document.htm">Hold or cancel a receipt</a></p>
<p class="Help-Text"><a href="receipts_gift.htm">Print gift receipt</a></p>
<p class="Help-Text"><a href="receipt1016.htm">Take return or exchange</a></p>
<p class="Help-Text"><a href="receipt1089.htm">Pay cash out of drawer</a></p>
<p class="Help-Text"><a href="receipt_sales_history.htm">Sales history tasks...<img src="../image/yellow_up.gif" alt="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a></p>
<p class="Help-Text"><a href="javascript:void(0);" id="a2" onmouseover="if (parseInt(navigator.appVersion) >= 4 &amp;&amp; typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('../qbpos_help_and_support/hsoverview.htm');return false;">Setup &amp; troubleshoot...<img src="../image/yellow_up.gif" alt="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a></p>
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<p>&#160;</p>
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<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Text">Sales and returns/exchanges are recorded on <font style="font-style: italic;">receipts:</font></p>
<ul>
<li class="p-Help-Bulleted">
<p class="Help-Bulleted"><font class="hcp3">Sales receipts</font> record merchandise sales and returns/exchanges.</p>
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<li class="p-Help-Bulleted">
<p class="Help-Bulleted"><font class="hcp3">Payout receipts</font> record money <a href="receipt1089.htm">paid out</a> of the cash drawer for various reasons.</p>
</li>
<li class="p-Help-Bulleted">
<p class="Help-Bulleted"><font class="hcp3">(Pro) Deposit receipts</font> record deposits taken on customer orders. Deposit receipts are discussed in the <a href="../qbpos_customer_orders/custorder_overview.htm">customer order</a> topics.</p>
</li>
</ul>
<p class="Help-Text">Saving a receipt removes the sold items from inventory (or adds them back, in the case of a return) &#160;and places the receipt in your <a href="../qbpos_basic_procedures/basic248.htm">sales history</a> list. Saved receipts are permanent transactional documents that are drawn upon for reports and can be <a href="../qbpos_basic_procedures/basic_edit_documents.htm">edited</a> (informational information only) or <a href="receipt1012.htm">reversed</a>, but never deleted.</p>
<p class="Help-Heading-2">Multi-Store Notes</p>
<ul style="list-style: disc;">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">All basic <a href="receiptsoverview.htm">receipt features</a> are available at all stores. In addition, Headquarters can make receipts to sell or return merchandise for other stores.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Each store can setup, process, and settle credit/debit card transactions locally. In addition, each store can set many of its own <a href="../qbpos_company_preferences/sysprefs07.htm">sales preferences</a>.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Each store maintains its own sales history, which contains all saved receipts made at that store. At Headquarters, the sales history file also contains all receipts that were made at remote stores and sent to Headquarters via Store Exchange. This allows Headquarters to run <a href="../qbpos_multi_store/multi_store_reports.htm">multi-store reports</a> including all company sales information.</p>
</li>
</ul>
<p class="Help-Heading-2">Handling Sales Returns and Exchanges</p>
<p class="Help-Text">Merchandise returns and exchanges are recorded on receipts, in the same manner as sales. The returned quantity is simply entered as a negative number.</p>
<p class="Help-Text">Learn more about &#160;<a href="receipt1016.htm">Returns and Exchanges</a>.</p>
<p class="Help-Text">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_company_preferences/sysprefs07.htm">Set sales preferences</a></p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_fields/fields04.htm">Receipt field descriptions</a></p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_secadmin/secadmin01.htm#secadmin_midtopic_07">Security rights for receipts</a></p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_qb_data_exchange/qbfs_receipts.htm">How receipts are transferred to QuickBooks Desktop financial software</a></p>
<div style="width: 100%; position: relative;" id="footer">
<p>&#160;</p>
<p class="Help-Note" style="background-color: #f5f5f5;"><img src="../image/lightningbolt_shg.gif" alt="This symbol indicates that an Internet connection is required." title="This symbol indicates that an Internet connection is required." width="9" height="15" border="0" class="hcp1"> &#160;Additional online resources. Internet connection required.</p>
<p class="Help-Text"><a title="POS User Community Web Site - opens in new browser window" href="http://www.qbinproduct.com/community/help/pos" target="_blank">Point of Sale User Community</a> Connect with other Point of Sale users and experts to ask questions and share advice.</p>
<p class="Help-Text"><a title="POS Support Web Site - opens in a new browser window" href="http://www.quickbooks.com/support" target="_blank">Point of Sale Support Web Site</a> Search our Knowledge Base of frequently asked questions, learn about available updates, or research other support options.</p>
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