QB Switch-- Sales

Goldenseal includes Sales transactions that are similar to the Enter Cash Sales command in Quickbooks. You can use them for both cash sales and billed sales that will be paid later.

Sales transactions

To enter a sale, follow these steps:

1. Choose Sales from the Income menu.
2. Click the New button.
3. Enter a customer and details for the sale.
4. If you'd like to use a detailed breakdown of items sold, click on the Breakdown field on the left side of the window, and choose Category or Items.

If you enter a billed payment method, the sale will be added to your accounts receivable. Otherwise it is considered a cash sale.

Sales Billing

To bill for customer sales, follow these steps:

1. Choose Billing from the Bank menu, and choose Sales Billing from the submenu.
2. You'll see a list of customers with unpaid sales.
3. Double-click on a customer to see a list of unpaid sales.
4. To create bills, put a checkmark next to each customer you'd like to bill, then click the Create Bills button.

Depositing Funds

To deposit cash sales income, follow these steps:

1. Choose Deposit Funds from the Bank menu.
2. In the Type field at upper right, enter Cash Sales by Branch or Cash Sales by Date.
3. Click on the items you'd like to deposit now, then click the Create Deposit button.
4. Goldenseal will create a deposit in the selected account.

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