I have received a couple of Xmas bonuses but they have been inc with the amount for the service provided, how do I separate this please?

Hello there, vickydiamond1984.

I’m here to help share information on how to apply a bank service fee to an invoice.

To start with, you can enter the bank service fee as a new Service item or enter the bank service fee amount into the register so it matches the bank statement. Once done, enter the fee as a negative amount on the Bank Deposits screen upon depositing a payment.

Here’s how:

1. Click the Plus (+) icon at the top and then click Receive Payments.
2. Enter all the payment information and place a check next to the invoice you would like the payment to be applied.
3. Choose Undeposited funds as the deposit to the account and click Save.
4. Click the Plus (+) icon at the top and then click Bank Deposits.
5. You should see the payment you entered in the Select Existing Payments section at the top.
6. Place a checkmark to select the payment you want to deposit.
7. From the Add other funds to this deposit section, enter the amount of the bank service fee charged to you by the credit card company as a negative amount.
8. From the Account section, select the Expense account you usually use in tracking bank fees.
9. Verify that the deposit amount is correct and click Save.

I'll share this article with you for additional information about this process: Record and make bank deposits in QuickBooks Online. It includes a short video for your reference. 

Tag me in a comment below if you have other questions about matching bank transactions in QBO. I'll be around to help you out.  

Thank u for this detailed response, but it was not paid by an invoice, I rarely invoice anyone, it was paid into my account as a standing order. Thank u 

Hello there, vickydiamond1984. 

Thanks for posting, don't worry there are no dumb questions here! 

While I understand the confusion, I'm happy to help. The steps provided above by my colleague are an alternative to the first steps provided earlier in the thread, what I would recommend is to reach out to our support team if you're having trouble with your income being understated as they can dive into your specific account with you in a private 1-on-1 setting to determine precisely what's going on. 

To reach them, follow these steps:

1. Sign in to your QuickBooks Online company.
2. Select Help (?) at the top right.
3. Enter your concern, then select Let's talk.
4. Select Contact Us to connect with a live support agent.
5. Choose a way to connect with us:
   • Start a chat with a support expert.
   • Get a callback from the next available expert.

You can also see this article for more details, and check their support hours to know when agents are available: QuickBooks Online Support.

Additionally, you'll want to create attractive and professional-looking invoices in QuickBooks Online. With this, you can personalize and add specific info that matters most to your business. To know more about this process, you can check out this article: Customise invoices, estimates, and sales receipts in QuickBooks Online.

You're always welcome to get back to me if you have other follow-up questions about managing invoices in QBO. I'll be here ready to answer them for you. Keep safe!