- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Taxes
Hi Ptonjalken,
I can see how being able to record deposits quickly would be handy to speed up your process. QuickBooks Online has a deposit feature for invoices that just needs to be turned on. You can go with what LeithG has suggested, or I can help you enable the deposit option on your invoices with a few simple steps.
To add the deposit box on your invoices:
- Click the Gear Icon on the upper righthand corner.
- Choose Account and Settings from the left column.
- From the choices on the left choose Sales
- Scroll down to the section that says Sales Form Content, click the Pencil Icon, or Edit
- You'll see Deposit, switch the toggle to On.
- Hit the Save button
- Finish by clicking Done
Once you've completed this you'll see a box on the bottom of your invoices that says deposit. You can input the deposit amount in the box and QuickBooks will create the entry into the liability account.
Depending on your QuickBooks Online subscription you may want to look at Creating Delayed Charge Invoices in QuickBooks; or Progress invoicing as invoicing options. These articles go into detail on how to use this type of invoice.
If you have any questions I'd be happy to help. Take Care.