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Is there a way to automatically add a processing fee if a customer pays with a credit card?

Forum|Forum|2 years ago
October 14, 2023
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QuickBooks Online

Best answer by Ethel_A12

Welcome to the Community, Fivewildtrading.

I'll help you add a credit card processing fee to your invoices in QuickBooks Online.

While we can not do this automatically, follow the steps below to add a credit card processing fee to your invoice - you can create a service item and manually add it to the invoice. Alternatively, you can consider integrating a third-party app with your QuickBooks.

Here's how:

On the left navigational bar, go to Get paid and & pay tab.
Choose Product & Service.
Click on New, then select Service.
Enter the name of your service item. (Example CC Fee)
Select the account you'd use to track the processing fees.
Once done, click Save and Close.

Once done, add the credit card fee as an additional item on your invoice when charging your customers with the processing fee.

Here's how:

On the create invoice page, click Add line.
From the Product or Service drop-down column, choose the charge convenience fee you created.
Click Save and Close.

Here is an article you can refer to for the detailed steps: Manually add service fees to invoices in QuickBooks Online.

You can also get one-on-one help for your business:
Check out QuickBooks Live.

Let me know if you have questions about managing invoices in QuickBooks Online. I'm always here to help. Have a great day.

E

Ethel_A12Answer

Welcome to the Community, Fivewildtrading.

I'll help you add a credit card processing fee to your invoices in QuickBooks Online.

While we can not do this automatically, follow the steps below to add a credit card processing fee to your invoice - you can create a service item and manually add it to the invoice. Alternatively, you can consider integrating a third-party app with your QuickBooks.

Here's how:

On the left navigational bar, go to Get paid and & pay tab.
Choose Product & Service.
Click on New, then select Service.
Enter the name of your service item. (Example CC Fee)
Select the account you'd use to track the processing fees.
Once done, click Save and Close.

Once done, add the credit card fee as an additional item on your invoice when charging your customers with the processing fee.

Here's how:

On the create invoice page, click Add line.
From the Product or Service drop-down column, choose the charge convenience fee you created.
Click Save and Close.

Here is an article you can refer to for the detailed steps: Manually add service fees to invoices in QuickBooks Online.

You can also get one-on-one help for your business:
Check out QuickBooks Live.

Let me know if you have questions about managing invoices in QuickBooks Online. I'm always here to help. Have a great day.

A

AVW2

Hello Ethel!

In order to add the cc processing fee as a 'service item' you have to KNOW they are paying with a cc, right?

We're going to invoice about 125 members through QB for our Association. Some will want to write checks while others will want to pay with a cc, only, we're a non-profit and can't afford to eat that cc fee. So, how can I allow people to pay with a cc and have the 3% fee be automatically applied? Otherwise, I'll have to ask each member if they want to pay with a cc or a check, and then re-configure their invoice. What a pain!

Do you have any answers for this problem? someone mentioned a 3rd party app. Do you know what that is? What it does?

Thanks!

Fiat Lux - ASIA

@fivewildtradingc

If you are running a B2B company, you can use a 3rd party payment processor.

L

Lesliejean

What 3rd party app can you use to add credit card processing fees to QBO invoices?

J

jeanbiverly_

Hi, @Jonnika.

The option to automatically apply credit card processing fees is currently unavailable in QuickBooks Desktop (QBDT).

In the meantime, you can add the fee as a line item on your sales forms. Let me guide you through the process.

Go to the Lists menu, then select Item List.
In the Item dropdown, choose New.
Pick Service from the Item Type dropdown.
Input the Sales Price and specify the Income and Expense accounts.
You can also enter "Credit Card Charges" as an Item Name.
Once done, hit OK.

We understand the importance of having the option to add credit card processing fees for accurate cash flow. However, due to the variability in how each state handles credit card surcharges, this feature is currently unavailable in QBDT.

To help improve your experience with QBDT, your valuable input will be shared with our product development team. Here's how to send it:

Select the Help menu, then Send Feedback Online.
Choose the Product Suggestion option.
Enter your comments.
Click the Send Feedback button.

Here's a helpful article to refer to if your customer's credit card payment gets declined during processing: Fix customer's declined credit card payments.

I'm always here to back you up if you have further concerns about applying credit card processing fees. Feel free to hit the Reply button.

A

areesepdx

I highly recommend moving to Bill.com, which includes this functionality with no added cost/ payment processor. One of my clients uses it, and gets paid much faster. it's a no brainer! I am in the process of transitioning over now.

S

Shelby W

How is another service provider free? What has your experience been since transitioning? I am trying to figure out how to add the credit card fee automatically if the client chooses to pay by credit card and since QBO still hasn't added this feature I am considering using a 3rd party platform to utilize this. I just don't want to take on additional fees.