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Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

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Mark_R
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Hello there, @tricoteuse

 

Recording an upfront deposit only applies if your customer pays you before performing any services. In your case, you can create an estimate for the $7,000 and invoiced the half amount. Here's how:

 

  1. Click the + New button, then select Estimate.
  2. Select the customer or project (job) from the Customer drop-down.
  3. Fill out the necessary information.
  4. Hit Save.
  5. Beside the Amount section, click Create invoice.2.PNG
  6. Select the second option (50% of each line = $3,500).
  7. Click Create invoice.1.PNG
  8. Once you created the invoice, you can record the payment when you received it.

I'm adding this article for more details: Set up and use estimates.

 

Just in case you'll start reconciling your accounts, feel free to check out this article for the detailed steps and information: Reconcile an account in QuickBooks Online.

 

Please touch base with me here for all of your QuickBooks needs, I'm always happy to help. Have a great day.

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