Quickbooks Online not showing deposit on quotes to customers

Hello there, @831Photography. Thanks for letting us know about your deposit not showing on your quotes. I'll share more insight about this matter and will help you with your deposit.

I appreciate your effort in trying to allow a deposit on your quote. However, the deposit can only be displayed and applicable on the invoice template. I'll share some screenshots for your visual reference.

Estimate template view

Invoice template view  



Furthermore, the option to require a deposit for an estimate in QuickBooks Online is unavailable since Estimate in QBO is a non-posting entry. You'll have to convert an estimate into an invoice so you can process a payment.

Here's how to convert estimate to an invoice:
 

1. Go to Sales menu.
2. Select All Sales.
3. Locate the estimate.
4. From the Action column, choose Create invoice.
5. If you have progress invoicing turned on, choose how much you want to invoice, you can step this step if you don't use progress invoicing.
6. Make changes to the invoice if needed.
7. Then select Save and send or Save and close.
    

You can refer to this article for more detailed steps: Create and send estimates in QuickBooks Online.

After that, you're now ready to process the payments. I'll be sharing this article for your guide: Take and process payments in QuickBooks Online.
 

In addition you can check out this following articles for future references:
 

• Categorize and match online bank transactions in QuickBooks Online
• Reconcile an account in QuickBooks Online
   

I'll be around if you have clarification on the process or additional concerns. Have a great day ahead!

Take a look at this link. This is what I'm trying to make happen. Thanks

https://quickbooks.intuit.com/learn-support/en-us/help-article/job-estimates/request-accept-deposits....

@GebelAlainaM did you happen to see the link how estimates can have a spot for deposits? Any insight how I can do this feature?

Hey @GebelAlainaM :) Did you happen to find a solve for this topic?

Thanks for getting back on this thread, @831Photography.

I appreciate you for providing an article as a reference to what you're trying to achieve in QuickBooks Online (QBO). I'll clarify a few things about how these new estimates' layout works.

At this time, we will keep on rolling out new versions for estimates and invoices to some customers. There is no specific timeline for when we can fully launch the full update to all of our users. That said, your workflow for estimates will look different depending on whether you have the old or new version of estimates. 

To see which version of estimates and invoices you have: 

1. Click the + New button. 
2. Choose Invoice or Estimate. 
3. At the top left of the form, if you see “New” by the form title, then you’re currently using the new version.
   

You can click this article to view different details on how the new estimates and invoices can help your business and how they work in QBO: See what’s new with estimates and invoices in QuickBooks Online.

In the meantime, you'll want to follow the old layout wherein you need to create invoices to accept payments from your customers.

I’ve added this article to learn more about the effective way to enhance your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online. It has complete instructions to personalize your messages and layout.

If you have other questions or concerns about managing customers' entries, don’t hesitate to tap the Reply button below. The Community team is always here to help.

So it appears I am not in the new format. How do I get the update pushed to my account?

Hi there, @831Photography.

I completely understand your desire to obtain the most recent estimate update in QuickBooks Online. Since you haven't seen the new version, I've got some details to share.

As QuickBooks continues to churn out the latest version of estimates and invoices, there is no set date for when the full update will be available to all of our subscribers.

In the meantime, we can only utilize the old layout for an estimate until you receive the update. 

Once you've got it, you can freely visit this page for more details: See what’s new with estimates and invoices in QuickBooks Online.

Alternatively, follow this article on how to create an attractive, professional-looking sales form in QuickBooks Online.

If you have any other concerns, feedback, or questions, don't hesitate to get back to the Community. I'm always here to help you. Have a great day.

Still waiting for deposits on estimates. Extra steps means extra explaination which usually leads to time lost and confusion for customers.  Instead I see “set up a QB checking acct. Bad idea you all…

Still waiting for notifications for “estimate viewed” “estimate accepted/denied”

Markate looks like a program I might switch too.  They have noticficatoins for scheduling, estimates, arrive, start etc……….they even have an notification that shows if the customer viewed an estimate. I like that!!!!