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greg146
Level 1

I was wondering if you can configure QuickBooks to have the custom cover the credit card fee instead of the fee being absorbed by our business?

This feature is available in in other accounting services and hoping it can be setup easily in QuickBooks
2 Comments 2
LeizylM
QuickBooks Team

I was wondering if you can configure QuickBooks to have the custom cover the credit card fee instead of the fee being absorbed by our business?

I understand the importance of automatically charging customers for credit card processing fees in QuickBooks Online (QBO), greg. I'm here to share insights about this.

 

Currently, the option to allow customers to cover credit card processing fees is unavailable in QBO. As a workaround, we can create a service item for the credit card fee and manually apply it to the invoice. 

 

Here's how to create a service item:

 

  1. Go to Sales from the left menu bar.
  2. Click on Products and Services, then select New.
  3. Choose Service as the item type.
  4. Enter an amount in the Sales price/rate field. Note: If you charge a variable rate for services, you can leave the Sales price/rate field blank. Then add the price when you fill out the invoice or sales receipt.
  5. Once done, click Save and Close.

 

Here's how to add the service item to an invoice:

 

  1. Go to +New and select  Invoice under Customers.
  2. Choose the customer you want to invoice and add any necessary details.
  3. In the Product/Service column, add the service item you created earlier.
  4. Enter the quantity and any other necessary details.
  5. Click Save and Send or Save and close 

 

Learn more about this process by reading this guide: Manually add service fees to invoices in QuickBooks Online.

 

I'm also adding this article to learn about personalising the sales forms you send your customer for future reference: Customise invoices, quotes, and sales receipts in QuickBooks Online.

 

Let me know if you need more help with your credit card fees. Take care and have a good one!

4Gal
Level 11

I was wondering if you can configure QuickBooks to have the custom cover the credit card fee instead of the fee being absorbed by our business?

@greg146 

If you run a service business, you can use a proposal management app to integrate with QBO and you can pass on the fee to your clients.