If cash and the sale happen at the same moment, use + New, then Sales Receipt, set the payment method to Cash, add the product or service, and save. If the cash is paying off an invoice you already sent, use Receive Payment instead and set the method to Cash there. Either way, this is about cash a customer handed you, not cash you spent.
1. Decide which form you need. A walk-up sale with no prior invoice uses a Sales Receipt. Cash paying down an invoice that's already out there uses Receive Payment. Using the wrong one either skips invoicing entirely when you needed the paper trail, or creates a phantom open invoice when there wasn't one.
2. For a cash sale, open a Sales Receipt. Click + New, then Sales Receipt, pick the customer, and set Payment method to Cash.
3. Add what was sold. Enter each product or service line the same way you would on an invoice, and QuickBooks totals it automatically.
4. Choose where the cash lands. Deposit to Undeposited Funds if it'll be bundled with other cash and deposited later, or point it straight at a specific cash or bank account if it's going in on its own.
5. For cash against an existing invoice, use Receive Payment instead. Pick the customer, check off the invoice being paid, set the payment method to Cash, and enter the amount actually received.
6. Save, and keep a physical record if you need one. QuickBooks itself doesn't require a signature or receipt slip, but if your business hands out a paper receipt for cash, that's a step outside QuickBooks you'll still need to handle separately.
Card payments and bank transfers leave their own trail; a bank feed shows them whether or not someone remembers to log them in QuickBooks the same day. Cash doesn't. If nobody enters a cash sale the day it happens, there's no automatic backstop reminding anyone it's missing, and the drawer total stops matching what QuickBooks thinks you've got.
This shows up worst in businesses taking cash across multiple locations or from multiple people, a front desk, a driver, a technician in the field, each one supposed to report what they collected at the end of a shift. One missed entry doesn't look dramatic by itself; a pattern of them adds up to a books-versus-drawer mismatch nobody can fully explain weeks later.
The fix isn't stricter policy about remembering to log cash. It's removing the gap between someone collecting cash and QuickBooks knowing about it.
A technician or driver logs a cash collection from their phone right when it's taken, creating the matching QuickBooks entry immediately instead of waiting for an end-of-shift report that sometimes never arrives.
Expected cash collected across the day gets compared against what actually got entered into QuickBooks, and a mismatch gets flagged the same day rather than surfacing during a reconciliation weeks later.
A front desk, a delivery driver, a technician on-site, something else entirely: tell us the real setup and we'll tell you if the logging can happen automatically instead of relying on someone remembering.
Tell us where cash actually gets collected in your business and how it currently makes its way into QuickBooks, and we'll tell you honestly where the gap is and whether it can close itself. Cash tracking is just this page's example; the same offer stands for anything else that's still manual in the business.
Let's talk →A cash sale happens through Sales Receipt, when payment and sale occur at the same time with no invoice ever created. A cash payment on an invoice happens through Receive Payment, closing out an invoice that already existed and was sent earlier. They're two different entry points for the same underlying cash, used at different points in the sales cycle.
That's a different flow from this page: petty cash expenses are money going out of a small cash fund, not money coming in from a customer. Record it as a regular expense, with the petty cash account selected as the payment account, the same way you'd enter any other expense.
If the cash is already sitting in Undeposited Funds from one or more Sales Receipts or payments, go to + New, then Bank Deposit, and select the cash entries to group into the actual deposit you're making at the bank. If it's cash moving straight into an account with no prior entry, a bank deposit entered directly works too.
You can enter a single Sales Receipt for the day's total cash sales instead of one per transaction, as long as your reporting doesn't need the per-sale detail. It's a tradeoff: faster to enter, but you lose the individual line-by-line record if you ever need to look one up specifically.