Client Deposits in QBO
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.
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.
Intermediate to Advanced
1 CPE, Certificate of Completion
Field of Study
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Refunds & Cancellations
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.
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!