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June 30, 2022
Question

Quickbooks Online not showing deposit on quotes to customers

  • June 30, 2022
  • 1 reply
  • 0 views

I am trying to allow for a deposit on my quote but it is not showing up on the new online update. I've followed the directions from the tutorial along with ensuring that I have Deposit selected under Sales form content. Any help is appreciated. Thanks

1 reply

July 1, 2022

Hello there, @831Photography. Thanks for letting us know about your deposit not showing on your quotes. I'll share more insight about this matter and will help you with your deposit.

I appreciate your effort in trying to allow a deposit on your quote. However, the deposit can only be displayed and applicable on the invoice template. I'll share some screenshots for your visual reference.

Estimate template view



Invoice template view  



Furthermore, the option to require a deposit for an estimate in QuickBooks Online is unavailable since Estimate in QBO is a non-posting entry. You'll have to convert an estimate into an invoice so you can process a payment.

Here's how to convert estimate to an invoice:
 

  1. Go to Sales menu.
  2. Select All Sales.
  3. Locate the estimate.
  4. From the Action column, choose Create invoice.
  5. If you have progress invoicing turned on, choose how much you want to invoice, you can step this step if you don't use progress invoicing.
  6. Make changes to the invoice if needed.
  7. Then select Save and send or Save and close.
     

You can refer to this article for more detailed steps: Create and send estimates in QuickBooks Online.

After that, you're now ready to process the payments. I'll be sharing this article for your guide: Take and process payments in QuickBooks Online.
 

In addition you can check out this following articles for future references:
 

I'll be around if you have clarification on the process or additional concerns. Have a great day ahead!

July 1, 2022

@GebelAlainaM did you happen to see the link how estimates can have a spot for deposits? Any insight how I can do this feature?