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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:
- Go to Sales, then tick All Sales.
- Tap Estimate, then locate the transaction.
- Click Create invoice under Action.
- Hit Remaining total of all lines, then click Create invoice.
- If the customer gives a partial payment, you can send a progress invoice to your customer instead.
- 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:
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.
