Collaborate on Sales Receipt Example for Support with Ease Using airSlate SignNow

Sales receipt example for Support

oh thank you for watching this video this video is brought to you by new cube your calm that's our website new keep your calm so in this video I'm gonna talk about how to record a tip or gradually and Cox online sales receipts alright so let's get started I'm gonna go to qo5 mouth so this is a demo file okay the first thing you need to do is you need to go to gear settings and then you sit enable tips in QBO so I'm gonna click gear icon in here and then select account and settings under your company okay and then select sales and then you will see tips underneath here so here is tips right here so click this off we want to make that on then you just select this check box and see what happens okay so miss asking you who is receiving these tips it is just me or my team so just me is your income just me it's your income and my team is your liabilities Sulekha undistributed tips you'll distribute you will collect and distribute to your employees or contracts later on so right now the setup is either just me or my team you can have balls so you know if you need both then this won't work either one my team or just me so in this example I'm just going to select my team okay so the moment you select that my team it will create dramatic create account in your chart of accounts you'll be--you'll say on distributed tips as your liability account and it also create sales receipt new sales as a template once you update to say it's a yearly type in you know in QuickBooks if you have a different types of warm styles so this is just on one type it's eerie type I'm just gonna click this one up dick and I'm just gonna save this okay so now you have tips on and later on let's say you want to change the account number account or you want to make this just me later on then you need to go to advanced and then you have a side of accounts in here side of accounts and then you need to select accounts in here whatever accounts you want all right some of them save this and now we are ready to create sales secede and before I do that I'm going to show you the template itself Missy template yeah the romantic created a new template in your sales is it template so the see you will see in here it's under design it's a new template it's eerie new so that's the one is created so for tips you can't select other templates like ear ear mold and press so it's basically for just one type area type okay so now I'm gonna go to sales to seek and see how it works all right sales the suitors right here under customers okay so on this is gonna select one random customer or client in here okay and so tip is right here is to feel this right here okay I'm just gonna select one service type in here I'll say mr. Hill team so work for hours and ass $100 per hour says $400 and let's say this client is kind of generous and give you $50 yep so it's basically the the self-sustained is 450 so ridiculous say they wrote you a check for 450 or 50 and let's say you want to deposit this objective checks me account of case so it's 450 total is 450 450 I'm just gonna save this and I'll show you how this time Jackson recorded in second under more you will see a transaction Jornal okay so it'll show you how you I was recorded so the deposit that's 450 went to bank account and services that's your income income account and then undistributed tips that's your liability account right okay so I'm gonna show you chart of accounts how it recorded there okay this is the tips account the liability on distributed tips as you can see here undistributed tips other karma liabilities and detail type also the same and if you don't like this title name you want to change it to something you want always up to do is under action next to you register you'll see edit just click Taiwan and change the name in here so you don't want to change the account type because this is your liability account so you can change the name alright so so this is how you do it but the of your team and let's say if you want to just do it for yourself it's just me then I have to go to another file in here okay so this is the one for just me so created template same way you just selected just me when you when you when you go through the selection in here so you selected just me that's for your life look account I mean your income account and this one my team is your life your dick so let's look at just me selection in here okay so this is for just me and if you select the the new donor more if you want to find out the transactions are no you will see something like this right here this tips incomes fifty dollars same way total is this this is your income and in your chart of accounts it's like this the type is other income and other investment income okay so let's look at the the profit and loss how we'll see it in your income statement okay and this let's do this for this entry one me for today let's say as you can see here for Nidal security service income and the tip income is underneath in you as other income so this is after our net operating income this is after you your regular income and expenses and it's underneath in here for some reason you don't like to see this underneath and you want this to see as your total income part of total income gotta move this $50 over here some place are combined with service income then you will need to edit your your tips income account so let's see how to work so you need to select edit ok so right now saying account type is other income and you want to change this to your regular income so you can come in here okay and we'll say this one is your service type select that one so this is fine tip income is fine so this one is basically you want to create a separate one at your every income so you will change it say yes now service income now just look at your P&L I'm just gonna press this so it's in it's in here keep income and it basically was under other income so basically moved from here to part of the total income in here and if you want to Mars you don't want to see separate total tips income and you just want to merge the service income then you just change it again and I just want to say servicing home let's say from tips so you want to try to Mars chips income to your service income all right I'll see what happens see the name is already being used would you like to Mars it yes I wanna Mars this I don't so kitchen come at a separate line item if that one and it's this one is gone now let's look at the Refresh key PL see what happens yeah now it's just one line item all right so this is how it works and in rigid our website its new keyboard comm its new keyboard comm we have all kinds of video tutorials and instructions on QuickBooks Online well thank you for watching this video great thank you