Enhance QuickBooks Estimates & Deposits with More Flexibility
Currently, QuickBooks’ Estimates and Deposits feature is limited in handling real-world business needs. Improvements could include:
Flexible deposits: Support partial deposits, multiple installment deposits, and percentage-based deposits directly from estimates.
Auto-linking: Automatically connect deposits to the original estimate and subsequent invoice for smoother reconciliation.
Forecast & reporting: Show deposit forecasts based on open estimates, helping businesses plan cash flow.
Deposit management: Allow easy modifications, partial refunds, or adjustments without breaking links to the estimate.
Custom fields: Add tags or labels (e.g., “Advance Payment” or “Security Deposit”) for better reporting and categorization.
Improved UX: Display the flow from Estimate → Deposit → Balance in a single, clear view.
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