Create Sales Forms, a Deposit and a Report- Using Quickbooks online

Melanie decided that she would celebrate her renovation and the start of spring with a sale to help clear out old inventory. In this exercise, you will create sales receipts for Beautiful Blooms Floral Co.s big sale day.

Choose + NewCustomersSales Receipt. Prepare sales receipts for the following services provided on April 6, 2026: Hint: Choose Undeposited Funds in the Deposit To field.

Ted Pohlman bought 2 Fresh Flower Bouquets using his debit card (use payment method Direct Debit ongoing for debit purchases). Mary Beth Dunham popped in to order the Bridal Flowers for Sharons Wedding (Melanie wants it booked under the project) and paid by cheque 284. Hint: If you do not see the project as an option in the customer selection, close the sales receipt and reopen; sometimes QBO needs to be refreshed after adding projects.

Kent Yip signed up for the Wreath workshop and paid cash. Jason Cioran has come in to talk to Melanie about ongoing services and is looking for some samples. Melanie does not want to charge Jason now but wants to create a delayed charge to make sure she does not forget to bill him later.

Choose + NewCustomersDelayed Charge and create a charge for Weekly Office Flower Program for 50 dollars. To prepare the bank deposit to the TD Operating account for April 6, 2026, choose + NewOtherBank Deposit. Melanie leaves the cash to deposit later but deposits the cheque and the debit card payment.

Return to the Dashboard. To run a report for April 6, 2026, click Reports on the Navigation bar and then choose StandardSales and CustomersSales by Customer Summary. Enter the appropriate data and then click Run Report.