How do I process a deposit for an estimate?

Hey!

 You can simply do that by creating an invoice link from your estimate then receive payment. 

You can link your deposit to your invoice.

Let me guide you on how to record a deposit for an estimate, @dgovidales.

Quickbooks does not post Estimates to the General Ledger, but it helps you track the estimate until the job is complete. So, you'll need to copy it invoice and record the payment. 

Here's how to create an invoice for estimates: 

1. Go to Sales and select All Sales.
2. Find the estimate that you are trying to record the deposit.
3. In the Action column, click Create Invoice.
4. Select an option and click Create invoice.
5. Select Save and close.

On the same page, to receive payment, follow the steps below.

1. Find the estimate and click Receive Payment.
2. Update the Payment date.
3. Select Save and close.

If you already recorded the payment as Bank Deposit, check out this article about linking a deposit to an invoice: Link a deposit to an invoice.

Feel free to comment down below if you have additional concerns. Enjoy the rest of your day.