Reporting daily receipts |
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Q: How do I get a report of my daily receipts so I can balance the cash drawer?
A: This is one of the easiest reports to create, and yet it's also one of the most common reporting questions for beginners (probably because its not in an obvious place).
1. Go to the "Transactions" tab view (the one on the far right, after Payments Due -- not on the top menu).
2. Click the "Summary Options" button at the top (if you have a small screen you may need to check the "Summarize" box first).
3. Click the button under Quick-Reports that says "Receipts by Payment Method".
If necessary, you can change the dates at the top to see previous days.