QB Issue Resolution:

I’m here to ensure you can effectively track the deposit so it won’t throw off your records.


As mentioned by our Established Community Backer @Rustler, create an invoice so the client can send the deposit. Once you receive the payment, delete the invoice and create a new one for the actual purchase.


That way, it won’t create a duplicate in your account. Next, input the actual payment and then enter the deposit to properly record the transaction.


To receive payment:


  1. Go to the Plus icon (+) at the top.
  2. From the Customers section, select Receive Payment.
  3. Choose the name of the customer from the drop-down menu.
  4. From the Outstanding Transactions section, select the transaction that you’d like for  QBO to calculate.
  5. Select the payment method.
  6. Click on Save and close.


You’ll find the detailed the instructions on how to create a bank deposit through this link: Bank deposit.


That’ll do it. The resolution steps will point you in the right direction today.

Resolution for Issue 'Invoice a Customer to Establish a Credit In Advance' available: Yes (Solved).
Source: Intuit Community forum.

Invoice a Customer to Establish a Credit In Advance: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.

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