If you made New Year\u2019s resolutions this last January, you\u2019ve probably had to revise them. No one knew what was coming when 2019 turned over to 2020. We hope that despite the turmoil and disruption of the last six months, you\u2019ve managed to stay healthy and keep your small business running.\n\n\n\nIt\u2019s more important than ever to conscientiously record all of the money coming into your company and ensure that it gets deposited into your account(s). QuickBooks Online offers several ways to accomplish this. Whether you\u2019re receiving payment on an invoice, documenting an instant sale, or selling on the road - the site provides tools to make certain that your receipt of the funds is entered in the correct place.\n\n\n\nDelayed Payments\n\n\n\nDo you send invoices for products and\/or services? If so, there's more than one way to record payments when they come in. You can, of course, just open the invoice and click\u00a0Receive payment\u00a0in the upper right corner. We find, though, that going to the\u00a0All Sales\u00a0screen gives us a chance to check the status of other pending transactions. Click\u00a0Sales\u00a0in the toolbar, then\u00a0All Sales.\n\n\n\nIf your list isn\u2019t very long, you can just look for the invoice number. If not, you can use the\u00a0Filter\u00a0tool to find the original form. Click the down arrow next to\u00a0Filter\u00a0in the upper left to see your search options here (Status,\u00a0Customer, etc.).\n\n\n\n\n\n\n\nIf you have a lengthy list of sales transactions, you can search for the one(s) you want in this drop-down window.Once you\u2019ve found the invoice, look down toward the end of that row. In the\u00a0Action\u00a0column, you\u2019ll see\u00a0Receive\u00a0payment. (While you\u2019re there, click the down arrow to familiarize yourself with the other options.) When the\u00a0Receive Payment\u00a0window opens, select the\u00a0Payment method\u00a0that applies. Leave the\u00a0Deposit to\u00a0field showing\u00a0Undeposited Funds\u00a0and look over the rest of the screen to make sure everything is accurate. Print it if you\u2019d like and\/or add an\u00a0Attachment\u00a0using the links at the bottom, then\u00a0Save\u00a0it.\n\n\n\nTip: Customers tend to pay invoices faster if you allow them to make payments online. If you\u2019re not yet set up for this, we can help you.Instant Payments\n\n\n\nYour business may collect payments at the time you provide a product or service. When this happens, you\u2019ll want to supply your customers with a sales receipt instead of an invoice (this is also important for your own records). Click the +New button in the upper left and select Sales receipt under Customers to open a blank form. You\u2019ll fill this out just like you would an invoice, by selecting the Customer first, then entering or selecting any data needed for the other fields.\n\n\n\nIf you don\u2019t anticipate needing all of the fields on your sales forms, you can remove some of them and even add your own. Ask us how this works.\n\n\n\n\n\n\n\nIf you\u2019d like to add custom fields to your sales forms, you can do so in QuickBooks Online.When you\u2019ve completed all of the fields in your sales receipt, you can preview and print it. You can also save and email it to the customer.\n\n\n\nGoing Mobile\n\n\n\nIf you generate sales on the road, you can still create sales receipts for customers using the QuickBooks mobile app. Just click the plus (+) sign at the bottom of the screen and select Sales Receipt. The form is similar to the one you\u2019d use on your desktop computer, though the layout is different, of course.\n\n\n\nHaving a QuickBooks Payments account is especially helpful when you\u2019re making mobile sales. You can even swipe your customers\u2019 credit and debit cards if you order a card reader from Intuit. We can walk you through this process.\n\n\n\nYou don\u2019t ever want to record a payment incorrectly, of course, but it\u2019s especially important right now to ensure that you\u2019re accounting for every dollar that comes in. Please stay healthy and safe, and let us know if we can help in any way with your accounting and your use of QuickBooks Online.