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hps_cathoffman
September 18, 2024
Question

Assess finance charges on outstanding Accounts Receivable?

  • September 18, 2024
  • 1 reply
  • 0 views
In Quickbooks Desktop I was able to assess finance charges on my outstanding accounts receivable and send statements to clients with past due balances. In Quickbooks Online I can only figure out how to send statements, but not how to add /assess finance charges. Quickbooks Desktop made it easy and calculated it and posted the "Interest Invoice". Will I have to manually do this in QBO? I hope not, that's a massive PITA.

1 reply

T
Trish_T
September 18, 2024

hps_cathoffman,

 

Hi Welcome to Community!   Having automatic fees applied to your QuickBooks Online forms, would be a valuable time saver.  Although, this option currently isn't available, you can manually add fees as a line item.  If you would like to see this in future updates, please don't hesitate to submit a suggestion to our Development Team by clicking on your Settings ⚙, then Feedback.  Customer recommendations are greatly appreciated, in assisting with improving your overall experience with QuickBooks Online.

 

Feel free to reach back out with other questions.  We would be glad to help!

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