Entering a payment during Invoice Creation

One of the flows that we encountered, is that when we create an invoice for someone, we are also accepting a deposit at the same time.  However, in order to print the invoice with it showing the deposit paid, we must do this:

1. Create an invoice. Close it.

2. Receive a payment against the invoice. Close this.

3. Go back to the invoice and print it, to show that a partial payment has been made against it.

It would be great if you could accept a payment immediately from within the invoice window.  So that you don't have to close it, and re-open it and look for it again.

Entering Expenses

My accountant and I had a tough time trying to figure out a way in QB to enter expenses that were made on my personal credit card.

What we wanted to do was enter an expense, and then directly increase the Partner Equity account by the same amount.  Basically, treat the transaction as if I had injected Equity into the company by giving it this item, or paying for this expense.

Instead QB seems to want me to transfer funds from equity to a bank account, and then proceed to pay the bill with the bank account.  Unfortunately this would not match up with my bank records, as I technically did not transfer anything in and out of that account.

We ended up making a general journal entry, whereby we increase the Expense account and the Partner Equity account directly.