The +Request a deposit feature in QuickBooks Online (QBO) helps you ask for deposits directly from customers, Ravan.
Currently, the +Request a deposit feature is unavailable in QBO. I know that using this feature is efficient in receiving and tracking payments. In the meantime, I suggest creating an invoice if you haven't already and adding a deposit amount as a workaround. This way, you can still manage deposits effectively.
First, let's turn on the deposit feature:
- Go to the Gear icon.
- Under Your Company, select Account and Settings.
- Tap the Sales tab.
- Click the edit pencil icon on the Sales form content.
- Turn on Deposit.
- Hit Save, and then Done.
Then, create or locate the invoice to add the deposit. Here's how:
- Go to the Sales menu and select Invoices.
- Select the invoice created or tap the Create Invoice button.
- Choose the customer from the drop-down arrow.
- Enter the other information needed.
- Put the deposit amount in the box.
- Hit Review and send.
For more details, see this link: Add a deposit to an invoice.
We understand your need for the functionality of this option and would love to hear your thoughts by sending us feedback to our product developers. This way, they can review and consider adding it in future updates.
Here's how:
- Go to the Gear menu and then select Feedback.
- Type in your feature request in the description box.
- Once done, click on Next.
Additionally, you can review the recommended resources below for details on included payments and processing schedules:
You can always come back to our QuickBooks Community forum for other questions about deposits in QuickBooks. I'm here to help.
