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Join nowThis may seem like an odd one but a problem i am trying to solve. I am migrating from one accounting system to quickbooks. I don't have a large amount of transactions so just manually adding old invoices and such. An issue I am having is i had an invoice for a customer for $220.00 dollars however in the bank record the payment is only $213.32 this is because of credit card processing fee that i did not pass on to the customer. Because of this it shows the customer still has an outstanding unpaid balance. How can i resolve this and show it as paid in full but that additional payment went to CC processing?
Thanks in advance
Solved! Go to Solution.
I can definitely help you in resolving this, crezsoft.
We can add the credit card processing fee as a second line item on the invoice, then enter the value of the fee as a negative amount. This way, the invoice will show as paid in your reports, and at the same time, we're able to record the fee. I'll guide you how:
If you want to track all the invoices that are due on a particular day or date range, you can refer to this article in pulling up the report: Report of invoices that are due on a specific day.
I'll be right here to keep helping if you need additional assistance in recording your transactions to QuickBooks. Don't hesitate to tag me in your comment.
I can definitely help you in resolving this, crezsoft.
We can add the credit card processing fee as a second line item on the invoice, then enter the value of the fee as a negative amount. This way, the invoice will show as paid in your reports, and at the same time, we're able to record the fee. I'll guide you how:
If you want to track all the invoices that are due on a particular day or date range, you can refer to this article in pulling up the report: Report of invoices that are due on a specific day.
I'll be right here to keep helping if you need additional assistance in recording your transactions to QuickBooks. Don't hesitate to tag me in your comment.
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