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Replying to:
FateCandylaneT
QuickBooks Team

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Requesting customer deposits for an invoice is only available for QuickBooks Online, gbails2002. Allow me to share further input about this matter.

 

I recognize the efficiency of receiving and keeping track of your customer payments and being able to request a deposit from a customer for an invoice or estimate you've created. However, this ability is unavailable in QuickBooks Desktop Enterprise.

 

As a workaround, you may consider making an internal agreement with your customer when requesting a deposit for the invoices or estimates being sent.

 

Then, record these transactions as retainers in QuickBooks Desktop to ensure data accuracy when receiving payments and apply the retainers as payment on the invoice. Doing so will allow the deposits to move into your income account.

 

For more detailed insights, refer to this guide: Manage upfront deposits or retainers.

 

Moreover, I'll include these resources to help you track customer transactions and cash flows on your desktop account:

 

 

I'm always available in this thread anytime you require further assistance managing customer deposits and sales transactions. Feel free to leave them in the comments below. Stay safe!

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