Track retail delivery fees

1. Sign in to your QuickBooks Online account.
2. Go to Settings and select Chart of accounts (Take me there).
3. Select New, then select Liabilities.
4. Select the Save account under ▼ dropdown, and enter the liability account to track any retail delivery fees.
5. Select the Tax form section▼ dropdown, then select the appropriate tax form. 
   Note: Your accountant can use the tax form line to help you fill out tax forms.
6. Enter the account name.
7. Select Save.

Learn how to add an account to your chart of accounts.

1. Select + New, then select Add product/service.
2. Select Service.
3. In the Name field, enter Retail Delivery Fee for the item.
   a. Under Description, make sure the “I sell this product/service to my customers” box is checked.
   b. Enter the flat rate for the retail delivery fee in the Sales price/rate field.
   c. Select the liability account you created above under Income account.
   d. Under the sales tax section, select Edit sales tax.
   e. Select Nontaxable.
   f. Select Done.
4. Select Save and close.

For more details, see how to add service and product items.

Note: You can open an existing invoice or create a new one.

Add the fee to a new invoice

1. Go to + New, then select Invoice.
2. Fill out details for an invoice.
3. Select the retail delivery fee item in a line item.
   Note: Make sure the box marking a line item as taxable is unchecked for the fee so it doesn’t report additional sales tax.
4. Select Save.

Add the fee to an existing invoice

Follow this link to complete the steps in product

1. Select the invoice you want to add a retail delivery fee to.
2. Select Edit invoice.
3. Select the retail delivery fee item in a line item.
   Note: Make sure the box marking a line item as taxable is unchecked for the fee so it doesn’t report additional sales tax.
4. Select Save

Note: Always check your state agency’s website to avoid any legal consequences.

Note: QuickBooks Online doesn’t support remitting this fee to the Department of Revenue, but you can still record any payments made directly to the agency.

1. Go to + New, then select Check.
2. Under Bank Account, select the account this was paid from.
3. Select the right vendor under Payee.
4.  Select + Add new to create a new payee/vendor.
5. Select the liability account created earlier from the Category ▼ dropdown.
6. Enter Amount.
7. Select Save and close.

Note: This will reduce the balance in the liability account created above.