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February 13, 2025
Question

recording retainer balance being returned to customer in QB online enterprise edition

  • February 13, 2025
  • 1 reply
  • 0 views

Need to record in QB online the return of unused retainer funds to customer. The info I have found using QB search topics is not helping.

1 reply

February 13, 2025

Hi mars9,

Welcome to the Community. QuickBooks Online is a great program that gives you the ability to easily track your sales and expenses. I'd be glad to help. 

Based on what you've described, I encourage you to review this article on how to manage upfront deposits or retainers. You can also consult an accountant to ensure that your transactions are correctly recorded and your books are balanced. If you don't have an accountant, we can help you locate a ProAdvisor in your local area.

 

Let me know if you have any questions, I'll be happy to help.