Technical Guide: Applying Deposit to Invoice in Quickbooks Desktop

Problem

When exporting a deposit from ServiceTitan to QuickBooks Desktop, it appears as a journal entry and is not applied to the customer's account receivable. The deposit needs to be manually applied to the invoice.

Solution

1. In QuickBooks Desktop, open the invoice that the deposit needs to be applied to.

2. Click Receive Payments.

3. Enter the payment amount in the Amount Received field.

4. In the Credits section, select the deposit that needs to be applied.

5. Click Save & Close.

If you need more detailed instructions, you can refer to this QuickBooks Desktop guide.

By following these steps, the deposit will be applied to the invoice in QuickBooks Desktop.

If you'd prefer to automate deposits, see Enable Deposit Workflow. When using this workflow, ServiceTitan exports your deposits as journal entries. Your payments are considered deposits at the time of export if they are not applied to an invoice. When exporting the deposit, ServiceTitan debits undeposited funds and credits the account you select in the drop down. When the deposit gets applied to the invoice, the journal entry debits the selected account and credits accounts receivable.