Monday, August 29, 2011

QuickBooks: Request Funds Via Pending Sales Receipts

Some clients must send out and track requests for deposit funds from clients. When the funds come in, these clients post the funds as a sales receipt.

Some clients already uses estimates and sales orders for other purposes, and needed an easy workaround to track deposit requests.

Here is a simple method:
- Record deposit requests as pending sales receipts, with the “due date” field renamed “request date.” See an example in the screen shot below.
- When the funds arrive, the pending sales receipt is marked “final” and the date of the receipt is changed to the date that the funds arrive while the “request date” remains unchanged

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