To make a sale using the Bank Register

The steps below are suitable for sales of services requiring only one allocation account and no printed invoice. If you're selling items to the customer, use To sell items to a customer, to ensure that your inventory records remain accurate. If the sale is for services but requires more than one allocation account, use To sell services to a customer instead.

The Bank Register window should be displayed. (To find the Bank Register window)

1. Use the Accounts list at the top of the window to choose the account where the sale's proceeds will be deposited. Or choose Undeposited Funds if you want to create a bank deposit later on.
2. In the Type field, choose Enter Sale.
3. Review the transaction ID and date. Make any needed changes.
4. Select the customer to whom you're making the sale.
5. Enter the total sale amount, including tax.
6. Select the allocation account that will be used for the sale. In most cases, you should choose an income account.
7. We recommend that you enter a short but descriptive memo so you'll be able to identify this transaction in the Bank Register and Find Transactions window and on reports.
8. Click Record.