QuickBooks for Mac 2014 User’s Guide 67
If you receive full payment at the time of the sale, use a sales receipt form instead of an invoice with a payment
item.
To create payment items:
1 Choose Lists > Items.
2 Click the + at the bottom of the list.
3 In the Type field of the New Item window, choose Payment.
4 Enter an item name, such as “Payment.”
5 Enter the description that you want QuickBooks to put on your sales forms when you use the
payment item.
6 (Optional) Enter the payment method. Tip: If you enter a payment method, you can group the
money you receive by payment method when you deposit it (all checks in one deposit, all Visa
charges in another deposit, etc.). Simply create a separate payment item for each payment method
your customers use.
Tip: If you enter a payment method, you can group the money you receive by payment method when
you deposit it (all checks in one deposit, all Visa charges in another deposit, etc.). Simply create a
separate payment item for each payment method your customers use.
7 If this is the first time you are setting up a payment item, indicate how you want QuickBooks to
deposit customer payments:
o
Grouped with other payments: Click “Group with other funds for later deposit.”
o
Directly to a bank account: Click “Deposit to” and enter the name of the bank account where you
would like QuickBooks to deposit the payment.
8 Click OK.
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