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Taking a draw from your customer

If you don't invoice the customer for your services, but have set up an agreement to take a draw from the customer's bank, you still need to enter an invoice so that QuickBooks can record the money you receive as income.

To record a bank draw

  1. Create an invoice from the estimate (and make adjustments, as needed), but clear the To be printed checkbox on the invoice form. If you simply deposit the money into your checking account, QuickBooks does not account for the money as income.

  2. When you get the bank draw, record the payment in QuickBooks.

10/28/2016 7:00:47 AM
PPRDQSSWS403 9138 Pro 2017 11731f