Technical Guide: Applying Deposit to Invoice in Quickbooks DesktopLast updated on 05/12/2023
This guide will help you apply a deposit to an invoice in QuickBooks Desktop.
LEGAL DISCLAIMER: This article was created from a ticket used to solve a specific tenant issue, and has not been verified by an SME. Nothing stated in this article should be construed to be legal advice. The content in this article is provided “as is” and no representations are made that it is error-free. ServiceTitan disclaims all liability for any problem that might arise from using this article to troubleshoot an issue within your environment.
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.
In QuickBooks Desktop, open the invoice that the deposit needs to be applied to.
Click Receive Payments.
Enter the payment amount in the Amount Received field.
In the Credits section, select the deposit that needs to be applied.
Click Save & Close.
Note: If you need more detailed instructions, you can refer to this 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.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.