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June 26, 2020
Question

Does anyone know how to pull a detailed report for the credit card fees through Quickbooks?

  • June 26, 2020
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1 reply

June 26, 2020

Welcome to the Community, stacy15. You've come to the right place to find an answer.
 

With QuickBooks Online plans such as Simple Start, Essentials and Plus, there's a variety of report snapshots that can be produced. If you have an Advanced subscription, you'll have access to even more reporting, as well as Smart Reports (powered by Fathom).
 

Reviewing our list of available QBO reports, there isn't one which shows credit card fees. However, there's other ways to find information like this. To verify my understanding, is it expenses involved with an Intuit payment processing plan that you're looking for? If so, here's how to access your account and review fee details:
1. Sign in to the Merchant Service Center.
2. In the blue navigation bar, move your cursor over Activity & Reports, then choose Fees.
3. Input a date range and hit the Search button.


Detailed statements are also provided monthly which include all fees you've generated/paid. These documents can be obtained from within the same online portal:
1. In the menu bar, return to the Activity & Reports drop-down menu, then select All Statements.

2. Find the month you'd like to see and choose View or Download.
Now you'll have access to review processing fees and statement history inside of the Merchant Service Center.

Here's an article which may come in handy moving forward: Finding deposits, fees, and statement history in MSC

I'll be here to help if you have any questions or additional information for me. Have a fantastic Friday!