Missing Request Deposit under Estimates

Hello there, CBAssociates.

Thank you for posting your concern here in the Community. I'm here to help you request a deposit on an estimate in QuickBooks Online (QBO).

Once your customer accepts the estimate, you can request a deposit. However, you need to convert the estimate to an invoice so it becomes a valid transaction in QuickBooks Online.

To convert an estimate to an invoice:
 

1. Go to Sales, then tick All Sales.
2. Tap Estimate, then locate the transaction.
3. Click Create invoice under Action.
   
   
    
4. Hit Remaining total of all lines, then click Create invoice.
   
   
    
5. If the customer gives a partial payment, you can send a progress invoice to your customer instead.
6. Add more details to the invoice when necessary, then choose Save and send.

Also, you can only invoice an estimate with Accepted or Pending status. To update the status of the estimate, click the drop-down under the customer's name.

Additionally, check out these articles below on how to reconcile your upfront deposit account and other customer topics: 

• Reconcile an account in QuickBooks Desktop
• Sales and customers

Remember that you can regularly ask me if you have additional questions about requesting a deposit to an estimate. I'm always ready to work with you again. Stay safe and healthy.

This feature appears to still be missing from estimates in QBO.

Hi, jmh2199.

The Request Deposit feature is available for QuickBooks Simple Start, Essentials, Plus, and Advanced subscriptions, whether you have QuickBooks Payments or not.

If you are unable to locate this feature in your account, we recommend contacting our live support team for further assistance. They can help troubleshoot the issue and ensure you can access and utilize this functionality effectively.

To contact our live support, here’s how:

1. Click Help in the upper right-hand corner.
2. Go to the Search tab.
3. Type in your concern (e.g., "request deposit under estimates") and press Enter.
4. Select Contact Us.
5. Choose between Chat with us or Have us call you.

Our live support team for Plus, Essentials, and Simple Start is available Monday to Friday, 6 AM–6 PM PT, and Saturday, 6 AM–3 PM PT. QuickBooks Advanced offers 24/7 support.

Feel free to reply below if you have further questions.