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JonnieG
March 23, 2022
Question

Receving Deposits for pending Job

  • March 23, 2022
  • 1 reply
  • 0 views

Hi, i'm about to receive a bank deposit for a job i have quoted. Is there a way i can send them a receipt via quickbooks so it ties when i comes to the final invoice or do i have to do a manual one and reconcile the bank deposits as seperate items? Thanks in advance. 

1 reply

AlexV
AlexV
March 23, 2022

Hello JonnieG!


Thanks for reaching out to us here. Allow me to show you the steps on how to send a receipt.


You can send a receipt when you mark the invoice as paid in QuickBooks Self-Employed. Currently, we're unable to create and send a receipt for the deposit.


Follow these steps:

  1. Go to the Invoices menu.
  2. Find the invoice.
  3. Select the small arrow icon in the Action column.
  4. Click the Mark as paid. You can also select Send receipt to send your customer proof you received their payment.


I also added these links if you need detailed steps on how to manage your invoices and connect your bank accounts in QuickBooks Self-Employed:


Please let me know if you have other concerns in managing your transactions QuickBooks Self-Employed. I'm also open to questions about your reports, taxes, and more.

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