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J
jjcosper78-gmail
February 11, 2024
Question

It there a way to pass on the credit card fees to the customer when a customer is paying through quickbooks

  • February 11, 2024
  • 7 replies
  • 0 views
when a customer pays there invoice through quickbooks with a credit card is there a way to pass on the processing fee

    7 replies

    Clark_B
    Clark_B
    February 11, 2024

    Welcome to the Community, Jjcosper.

     

    Let me help and provide information about how to pass on the credit card fees to the customer when a customer is paying through QuickBooks Online (QBO).

     

    If you choose to add a credit card processing fee to your invoice, you can create a service item, and then manually add it to your invoice. You may also consider a third-party app and integrate it with your QuickBooks.

     

    To begin, these are the steps:

     

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

     

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

     

    In case you'd like to use a third-party app, here's where you can find one in QuickBooks Online:

     

    1. Sign in to your QuickBooks Online Company.
    2. Go to the Apps tab.
    3. On the search bar, type the name of the that you'd like to integrate with your QBO account.
    4. Click the Search icon.

     

    I'll also add this article to help you record payments: Choose where to record payments and processing fees for QuickBooks Payments.

     

    Let me know If you have additional questions about processing fees or other QBO-related concerns. I'll be here to further assist you.

      N
      novainstall
      February 17, 2024

      I too am struggling with this. I don't want to add a line on customer invoice. with the recent regulations passed, our credit card processor had added the appropriate surcharge when the customer makes the payment. (for example, 3% for CC) So on a 100.00 sale, the customer pays 103.00. I am getting 103.00 deposited then immediately the 3.00 is debiting. It its a debit card, the customer pays 100.00 only, but I am debited 1.25% + transactional fees. The owners want to see the in & out entries to match the bank statements - any thoughts?

        R
        RCV
        February 18, 2024

        Hi there, novainstall.

         

        QuickBooks Payments fees will be automatically tracked to an expense account when you assign the bank account for deposit and fees. Currently, we're unable to let this detail show in invoices. We see consumer feedback as an opportunity to improve the numerous features of our products. I'd recommend giving our engineers direct feedback. They may look into this suggestion and incorporate it into future updates. Here's how:

         

        1. Go to the Gear icon.
        2. Hit Feedback.
        3. Type in your recommendation in the Share your feedback field.
        4. Click Next.
        5. Follow the on-screen instructions to complete the process.

         

         

        Furthermore, you can visit this page to stay up to date on the latest software improvements and enhancements with QBO: Customer Feedback for QuickBooks Online. As a workaround, you can create a non-inventory or service item for the credit card fee and manually add it to their invoice. Here's how:

         

        1. Go to the Sales menu and select Products and Services.
        2. At the upper-right, click New.
        3. Choose Non-inventory or Service as the item type.
        4. Enter a Name something like Convenience Fee.
        5. Select the correct Income account and then Save and close.

         

        I've added the following resources below to help you with your future QuickBooks tasks:

         

         

        Know that our door is open 24/7 if you need assistance performing specific tasks in QuickBooks. You can also utilize the REPLY button below if you have any additional QuickBooks-related concerns. I'll be here to help you out. 

          4
          4Gal
          February 12, 2024

          @jjcosper78-gmail 

          QB Payment doesn't yet offer such option. Are you B2B or B2C? You should consider having a 3rd party payment processor to do so.

          H
          Hammer5w
          December 30, 2024

          Thank you for sharing this information..

          C
          Chrea
          December 30, 2024

          @Hammer5w 

          Are you B2B or B2C?

          H
          Hammer5w
          January 1, 2025

          Thank you for sharing this information..

          JCPenneyKiosk

          S
          sbreeds
          January 21, 2025

          QuickBooks - Why have you not made this feature available yet? You have this function available to pass fees on to customers for ACH payments so I would think you can make it the same for credit cards pretty easily?

          M
          Mark_AG
          January 21, 2025

          Hi there, @sbreeds.

           

          We recognize the ability to pass on credit card fees to customers is important for many businesses, and we are actively exploring ways to enhance QuickBooks to meet your needs.

           

          While QuickBooks currently supports fee pass-through for ACH payments, this feature isn’t available for credit cards due to compliance considerations and industry regulations surrounding surcharges. However, you can use a third-party app alternatively that has the same feature you need.

           

          We understand how valuable this capability could be for managing costs, and your suggestion highlights an area we could potentially enhance. I recommend submitting feedback directly through QuickBooks:

           

          1. Go to the Gear icon and select Feedback.
          2. Enter your feedback.
          3. Click Next to submit your feedback.

          This ensures your request is seen by our development team, who actively reviews customer suggestions for future updates.

           

          In the meantime, you can visit this article to read the frequently asked questions in QBO Payments: QuickBooks Payments FAQs.

           

          Moreover, if you need help navigating QuickBooks or managing fees in another way, feel free to ask. We're always here to help.

          1
          1000islandscharityrun
          February 24, 2025

          has there been any updates to this? or does anyone have any recommendations on a third party app that allows this?

          C
          Chrea
          February 24, 2025

          @1000islandscharityrun 

          Are you B2B or B2C?

          1
          1000islandscharityrun
          February 24, 2025

          B2C

          J
          jlayne27
          March 5, 2025

          Yes, you can use hyfin.app as an add-on to QuickBooks. It automatically converts your QuickBooks invoice into a dual pricing invoice with two prices, one for Card and one for Cash/ACH. This allows you to keep your QuickBooks and pay $0 in card processing fees while giving your customers options. Check them out at https://hyfin.app.

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