Forum Discussion

andrewluxuryre's avatar
andrewluxuryre
Contributor 2
2 months ago

Quotes, Deposits and Quickbooks....

Hi, when a client approves a quote and leaves a deposit dropper does not allow Quickbooks to recognize it. I actually need to create an invoice in order for Jobber to allow Quickbooks that recognize it. The only problem is the job has not been done yet they've only provided a deposit. So then what I end up having to do is create an invoice just so that deposit payment gets recognized by Quickbooks. Then I have to create another invoice when the job is actually done could be days or months depending on the job and that doesn't show the deposit I received when the job was approved. That I have to manually add it and it screws my Quickbooks Up!  Who else lives this nightmare?

quickbooks
  • bedellmgmt's avatar
    bedellmgmt
    Jobber Ambassador
    2 months ago

    Try creating a credit memo in quickbooks instead. You'll likely have to manually match this up your deposit transaction in your (checking?) register but it may auto-match.  You'll also have to apply this credit to the invoice you create when you finally complete the work and generate an invoice but this may provide a cleaner solution for you.