Creating a Receive Money transaction

Step 2: Enter details about the Receive Money transaction

Step 1 > 2 > 3 > 4

If you haven’t already read the Receive Money Overview, see Using the Receive Money window for more information.

  1. Today’s date appears as the date of the transaction; if the transaction was made on a different date, enter that date instead.
  2. In the Payor field, enter the name of the person or company from whom you received the receipt, if you wish.
  3. In the Amount Received field, enter the amount being received.
  4. Enter a payment method and add details about the receipt, if you wish.
  5. You can use the Memo field to record the purpose of the Receive Money transaction. We recommend that you make a detailed comment, so you’ll be able to identify the transaction when you review your records later on.

Creating a Receive Money transaction - Step 2