Skip to content
Free QuickBooks Videos

Client Deposits in QBO


Course
Alicia Katz Pollock
Free
Enroll

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

Intermediate to Advanced

Course Length

1 hour

Course Credits

1 CPE, Certificate of Completion

Field of Study

Accounting/Bookkeeping

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:  

       

       

       

      Why pay full price? Sign up for a Royalwise OWLS Membership
      and get this course and more for one low monthly price.
      Silver membership pays for itself in just two courses per month!

       

      Refunds & Cancellations

      Please view our Terms of Service, for information on refunds, cancellations, and complaint resolution. To request a refund, please contact us.

       

       

      Royalwise is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

       





      Course Updated: December 2021

      Here is the course outline:

      1. Working with Client Deposits in QBO

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

      pageText Client Deposits

      2. Quiz & Evaluation Form (CPE Credit)

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

      quiz Quiz - Client Deposits in QBO
      pieChart Evaluation & Participation Survey
      Back to top