QB Issue Resolution:

I’m here to help you record those transactions in QuickBooks Online.


You can enter a Bank Deposit to the DVDs sold through the website to record it in QuickBooks. First off, let’s create a bank account as Website Sales so you can use it to deposit the DVDs sold from the website.


Here’s how:


  1. From the left menu, click Accounting.
  2. Select Chart of Accounts.
  3. Click New.
  4. Choose Bank in the Account Type drop-down.
  5. In the Name section, enter Website Sales.
  6. Click Save and Close.

Once done, you can now make a bank deposit using the Website Sales bank account you’ve created. Then, process the bank transfer if you want to transfer the sales to the appropriate bank account.


Then, you can manually enter the sales in QuickBooks to update the products and services. You might also want to look for a third-party application that integrates with QuickBooks that can import sales.


To find for a third-party app, click on the Apps tab at the left panel, then enter a keyword, like “Importing”.


Lastly, you have the option to automatically create an invoice each month by creating recurring invoices. To do that, you’ll have to create a regular invoice to make a recurring invoice. Here’s how:


  1. Click the Plus (+) icon.
  2. Select Invoice.
  3. Fill out the necessary information.
  4. Click Make recurring.
  5. Customize the Recurring Invoice, then click Save template.

You can read through this article for your reference: How to Create a Recurring Invoice and Manage Recurring Transactions.


In case you need tips and related articles in the future, visit our QuickBooks Community help website for reference: QBO Self-help.

Resolution for Issue 'Sales Receipt or Invoice?' available: Yes (Solved).
Source: Intuit Community forum.

Sales Receipt or Invoice?: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.

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