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How do you add an Amount Received and Change field to Quickbooks Pro 2012 Sales Receipt?

In QuickBooks Pro 2012, the default Sales Receipt template does not provide fields to enter the Amount Received by the customer or a Change field (difference between total and amount received) for Cash payments. The process is simply selecting “Cash” as a payment method then clicking Save to apply the sale: is it only available in the POS version of Quickbooks? I would like to have the Change field automatically calculate, so manually adding a Change field and typing in the Change amount manually is my last resort. I’ve already checked Intuit’s support pages, conducted several google searches, and watched dozens of Intuit and Youtube tutorials, none of which show the Amount of cash rendered by the customer or change to be given…

You are correct, the QuickBooks software does not have a function to automatically calculate change from a sales transaction. QuickBooks was not initially designed as a cash register, so there are some features that are lacking, or have different processes for data entry.

The QuickBooks POS software does allow this as it was designed as a retail front end system. The POS software does link with the QuickBooks financial software. With this setup, the POS handles your inventory functionality (purchasing inventory, selling inventory, and adjusting inventory) and then sends the dollar values over to the financial software for bookkeeping purposes. In this setup the QuickBooks software is then only used for non-inventory related functionality, like paying expenses for rent/utilities, recording bank deposits, credit card charges, and reconciliations.

Travis Trudeau
Presti & Naegele

Quickbooks Tutorials – Banking Setup and Transactions (www.Quickbooks-Tutorial.net)




















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