# Sales Receipts in Tally for QuickBooks

> Record a sale that's already paid as a QuickBooks sales receipt, built on any Salesforce record with an account and saved to QuickBooks Online, with the option to email it to the customer.

Source: https://gettally.io/quickbooks/features/sales-receipts

Plan: See the pricing page

## What it does

- The QuickBooks customer, email and Bill to CC; Sales Receipt no. and date; billing and shipping addresses; Ship Via, Shipping Date and Tracking Number.
- Lines from your catalog with a sales tax rate, and a class per line with class tracking.
- A message on the sales receipt and one on the statement; Save, or Save and Send.
- Void and Generate PDF from Salesforce.

## Sync

- Salesforce to QuickBooks: sales receipts are created in QuickBooks Online when saved.
- QuickBooks to Salesforce: with Sync Sales Receipts from QuickBooks turned on, sales receipts made or voided in QuickBooks come into Salesforce.

## Salesforce Flow actions

- Create Sales Receipt on QBO - Easy Setup

## Questions

### When should I use a sales receipt instead of an invoice?

Use an invoice when the customer pays later, and a sales receipt when the sale is paid in full at the time. Both are created in QuickBooks Online from Salesforce.

### Can sales receipts made in QuickBooks show up in Salesforce?

Yes. Turn on Sync Sales Receipts from QuickBooks in the Tally Hub's Sales Receipts settings and they come into Salesforce too.

### Can a Flow create sales receipts?

Yes, with the Create Sales Receipt on QBO - Easy Setup action. It takes the lines, addresses, custom fields and messages, and can email the receipt when it's created.

## More

- All features: https://gettally.io/quickbooks/features.md
- Pricing: https://gettally.io/quickbooks/pricing.md
- Book a demo: https://gettally.io/book-a-demo