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  1. 1 vote

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    Gift Tree AU commented  · 

    Improving the QuickBooks Estimates and Deposits feature would be extremely valuable for businesses that rely on advance payments, staged billing, or high-volume online transactions.

    From an operational perspective, a few enhancements could make a significant difference:

    Clearer Deposit Tracking Against Estimates
    It would help if deposits were more transparently linked to individual estimates, with a clearer view of how much has been paid, how much remains, and how deposits convert into final invoices—especially when estimates change.

    Partial Deposit & Multi-Stage Payments
    Many businesses require multiple deposits or milestone payments. Native support for percentage-based deposits and automatic application across revised estimates would reduce manual work and errors.

    Better Audit & Reporting Visibility
    Improved reporting that separates deposits, unapplied credits, and revenue recognition would make reconciliation easier—particularly for e-commerce and multi-region businesses.

    Stronger Integration With Online Sales Models
    Businesses operating online often deal with pre-orders, custom orders, and delayed fulfillment. More flexible deposit handling would better reflect real-world cash flow.

    From experience managing multi-region e-commerce platforms like GiftTree—including
    https://www.gifttree.co.nz/
    ,
    https://www.gifttree.com.au/
    ,
    https://www.gifttree.us/
    ,
    https://www.gifttrees.ca/
    , and
    https://www.gifttree.co.uk/

    accurate handling of estimates and deposits is critical for customer trust, accounting accuracy, and operational efficiency.

    Supporting brands such as The Node NZ (https://www.thenode.co.nz/
    ), which focuses on digital infrastructure, and FlyHugz NZ (https://www.flyhugz.co.nz/
    ), which operates on pre-order and experience-based sales models, also highlights how modern businesses increasingly rely on flexible deposit workflows rather than simple one-time invoices.

    Overall, enhancements to QuickBooks’ Estimates and Deposits feature would better support growing online businesses, service-based operations, and companies operating across multiple markets.

    Interested to hear how others are currently handling deposits and staged payments in QuickBooks.

  2. 1 vote

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    Gift Tree AU commented  · 

    At GiftTree, we’re proud to represent a global network of innovative online stores that share this same vision — GiftTree NZ: https://www.gifttree.co.nz
    , GiftTree AU: https://www.gifttree.com.au
    , GiftTree US: https://www.gifttree.us
    , GiftTree CA: https://www.gifttrees.ca
    , GiftTree UK: https://www.gifttree.co.uk
    , and The Node (NZ): https://www.thenode.co.nz

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