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November 19, 2024
Question

I can’t seem to get my banking details or a deposit column on my quote?

  • November 19, 2024
  • 1 reply
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    1 reply

    November 19, 2024

    It's great to see you here in the Community forum, @info2065. I've got some valuable information to share with you about how quotes work in QuickBooks Online (QBO).

     

    First, it's essential to know that quotes are non-posting transactions that provide a detailed breakdown of your products. This is why there is no option to show or add a deposit column.

     

    When you want to offer your customers a price estimate for potential services or products, you can create a quote. This form resembles an invoice; however, instead of requesting payment upfront, you're outlining the details of your proposal. The quote typically includes the items or services offered, their quantities, individual prices, and estimated costs. This allows your customers to understand the financial commitment involved without requiring them to make a payment immediately.

     

    Furthermore, there are multiple ways to access your bank information. With this, I would like to clarify what you're referring to the bank details associated with a specific transaction, such as a payment received or made, or are you inquiring about the bank details needed for processing payments? Any additional information would be greatly appreciated.

     

    Lastly, I'll provide you with this article that helps your previous invoices and estimates still be accessible: See what's new with estimates and invoices in QuickBooks Online.

     

    I want you to know that I'm here to support you every step of the way with your transactions, @info2065. Whether you're dealing with quotes, invoices, or other financial matters, please don't hesitate to reach out. I'm committed to ensuring that all your accounting needs are met with precision and care.