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murray1
Apr 24, 2019 6:31 PM UTC
Question

How can I add a fuel surcharge to invoice totals as a % similar to a tax?

Original commenter did not share additional details

11 replies

JamesM
Apr 24, 2019 6:48 PM UTC

Hi there, 

 

You've reached the right place for help. I'd be happy to answer your question.

 

At this time, QBO doesn't have an option to add an additional charge as a percentage, but you can add the fuel surcharge as a line item on your invoice. This means you'd have to manually calculate the fuel surcharge from a percentage to a dollar value amount that you can add as a line item. Let me know if you've got further questions. I'm here to help. 

drakefrix123
Apr 1, 2021 8:58 PM UTC

have yall fixed this issue? 

Alex M
Apr 1, 2021 11:54 PM UTC

Hi there drakefrix123,

 

Making sure your transactions are properly entered in QuickBooks Online is an important step to make sure that your books are balanced. I can provide some insight.

 

Quickbooks Online isn't able to make a calculation for a surcharge on the entire invoice based on a percentage. Rustler's idea to add it as a line item with the Rate being the percentage you want and add the amount of the invoice in the Amount. If you'd like this to be added as a feature to QuickBooks Online in the future, you can leave feedback by navigating to the Gear icon, then Feedback. The comments in this section are considered by the developers when creating new features for QuickBooks Online.

 

If you have any questions, feel free to reach out here.

Rustler
Rustler
Apr 24, 2019 7:41 PM UTC

@murray1 

 

Yes it but it requires a work around

 

Create the service item named for the surcharge and select the income account it posts to on the item screen.  Set the rate to the decimal percent for the surcharge, ie 25% = 0.25

 

On the invoice, enter the amount as the qty

ie if the sub total of the invoice is $2,569.32, then enter 2569.32 as the qty

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