Sales & Customers
Hello maxcharron,
I can tell you're hard at work in QuickBooks Online today, and I'd be happy to go over how to record deposits for your customers in the program so that you can keep both the transaction and your books in balance.
Knowing which feature you're looking at that's reducing the quantity of your items by 50% would be helpful in guiding you with the steps you're taking with that. It sounds like you may be using a feature called Progress Invoicing, which gives you the opportunity to create an estimate and then create invoices, even only a portion of it, from the estimate. If you're using that and saying you want 50% of the estimate created, that's why it's also reducing the quantity of items as well. This method isn't quite effective for deposits, and I can highlight the way to handle deposits on invoices.
In QuickBooks Online's settings, there are a few fields you can toggle for sales forms, including Deposits. This feature works by adding an extra field where you can indicate a dollar amount of what the customer is paying you, which reduces the amount owed on the invoice without impacting the line items and quantities. Here's how you can toggle that option.
- Select the Gear icon.
- Choose Account and Settings.
- Click the Sales tab.
- Click the Sales form content section.
- Toggle the Deposits option.
- Click Save.
When you go back to or create new invoices now, you'll see that field in the subtotal section under the sales tax calculated. Here's a visual of what that looks like.
If you're looking to record a retainer or some other kind of deposit instead, I'd like to point you to the following article, which outlines steps you can take to do that: Record a retainer or deposit
I hope this has been helpful. Feel free to reply with further insight into your situation if I'm not quite landing on what you're looking for.
Enjoy your day.
