Recording Daily Sales Best Practices in QuickBooks

12/03/2025 37 min Temporada 5
Recording Daily Sales Best Practices in QuickBooks

Listen "Recording Daily Sales Best Practices in QuickBooks"

Episode Synopsis


Some types of businesses don't need every sale posted into QuickBooks. Sometimes the Point of Sale systems don't integrate properly into QuickBooks. Enter a Daily Sales Summary. Rachel and Dan discuss some best practices when creating a daily sales summary in QuickBooks Online
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00:00 Introduction and Casual Conversation01:28 Daily Sales Summaries: An Overview03:11 Real-Time Bookkeeping and Accounting05:25 Setting Up Daily Sales Summaries in QuickBooks13:18 Handling Sales Tax in QuickBooks28:26 Automating Daily Sales Summaries with Lightspeed34:06 Conclusion and Upcoming Topics