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Quickbooks Payments transaction fees class

Forum|Forum|6 years ago
March 24, 2020
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Invoice items are assigned a class however when the payment transaction fee is received it is not assigned a class; why is this?

QuickBooks Payments (Merchant Services)

Best answer by RCV

Thanks for coming back, Tiffiny Taylor Krugh.

I know how beneficial it is to your business to automatically assign the invoice's class when receiving a payment transaction fee. I'll personally share your feedback with our engineers regarding this one.

For now, we need to manually assign the class to your deposit from the payment as stated by my colleague.

To learn more about classes, you can check out these articles:

I've got a link here that provides you with articles about receiving payments: Apply customer payments to invoices.

Fill me in if you need a hand with running customer's reports or any QBO related. I'm always here to help. Take care always.

Michael K

Thanks for reaching out to us, @Tiffiny Taylor Krugh.

I'm happy to provide some insight here. Invoice Payments in QuickBooks Online don't have classes. Rather, you'll need to assign the class to your deposit from the payment. I've included a screenshot below showing the class field on the Bank Deposit screen.

I recommend checking out Create and manage classes in QuickBooks Online if you'd like to master classes in QuickBooks Online.

Let me know if you have any other questions by hitting the Reply button below. Have a good one!

Tiffiny Taylor KrughAuthor

Thank you Michael.

What I am trying to avoid is having to manually assign a class where it is simply should match the class that is assigned the invoice.

Only thought I have is that it can't as classes are assigned via product as opposed to the entire invoice.

R

RCVAnswer