How to connect a customer deposit to the right job record
Website edition prepared November 7, 2026. The archive date is a reading order; the source news date is listed below.
The payment note uses a nickname. The estimate uses a project number. Before the bookkeeper can continue, someone has to establish whether those records describe the same job.
1Start with the job
2Compare the evidence
3Resolve the match
Integrations are scoped and tested separately.
Keep the product news in context
Intuit published an adaptation of its October 26 Connect remarks on November 4, discussing AI and accountants. Canadian QuickBooks Online help separately documents supported Intuit Intelligence tasks, including invoice creation with an active subscription. An event presentation does not establish that every feature or connector is available in Canada.
Carry one reference through the job
A renovation enquiry can become a project record after the team has reviewed it. Put the agreed project reference on the approved estimate and deposit request. That gives the bookkeeper a direct route back to the paperwork when a payment arrives.
The review screen should bring together the approved estimate, the payment reference and the dates the business needs to inspect. Link to the original records in their approved systems. A chat summary is useful context, but it should not become the only evidence of a payment.
Keep private financial material out of the public website enquiry. The first form can collect enough information to discuss the project; payment documents can follow the separate route agreed with the business.
Leave a mismatch open
A different payer name, a partial amount or two plausible jobs needs a person’s review. Present the possible connection and the discrepancy together. The record should remain unresolved until the responsible employee confirms the match.
If an assistant prepares invoice details, it should work from the verified reference and approved information. The bookkeeper or accountant decides how to record the transaction in the business’s books.
Test the exception as well as the match
Use fictional examples for an exact match, a duplicate customer name and an amount that differs from the expected deposit. Check whether the reviewer can open the right documents and see who must resolve the exception. A complete-looking screen should not conceal an unanswered question.
ProgressorAI’s contribution can start with the connection between the enquiry, project record and review task. The example shows an administrative handoff, not accounting advice or a verified payment.