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Free QuickBooks Videos

Client Deposits in QBO

Alicia Katz Pollock

See the three ways to manage a Client Deposit in QuickBooks Online: as an initial payment, as a pre-payment on work to be performed, or as a liability.

Course Description

In this free video, Alicia will demonstrate how to best handle client deposits and retainers.  These can be really tricky within QBO.  Watch this video to learn the variety of options for managing the deposits, pre-payments, liabilities and invoicing.  

This video is just one clip of a longer course called Bookkeeping Tricky Situations. If you learned something from this one, you'll love the rest! Click here to enroll now!


Instructional Level


Course Length

1 hour

Field of Study


Delivery Method

QAS/Self Study

Suggested Prerequisites

    Who should take this class?

    • Business owners and employees who maintain their company’s financial records
    • Students and job-seekers will boost their employment marketability
    • Entrepreneurs and new business owners who are just getting started, and want to make sure they have solid business knowledge so that they can succeed
    • Seasoned users looking to glean essential nuggets of information to make using QuickBooks easier and faster than before
    • Bookkeepers and Accountants who wish to brush up on their skills.

    Other learners purchased these courses after completing this class:  




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      Here is the course outline:

      1. Working with Client Deposits in QBO

      Watch this video to learn how to process client deposits in QBO.

      Client Deposits

      2. Quiz & Evaluation Form

      Pass this 2 question quiz with a 100%, and submit the evaluation form to complete the Course, earn your Certificate, and win points!

      Quiz - Client Deposits in QBO
      Evaluation & Participation Survey
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