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Level 2

Charge Credit Card Fee

I am charging a convenience fee for using a credit card but when I sub total an client's invoice it doesn't include the sales tax which needs to be included in the sub total to add a 3% charge. Is there a way to set that up? (I'm using QB Pro 2019)

7 Comments
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QuickBooks Team

Charge Credit Card Fee

Welcome to the Community, @Adcetera.

 

I'm glad to see your post today. I can help you set up the convenience fee to add it on your client's invoice.

 

Here's the steps in creating a sales tax:

  1. Click Edit.
  2. Choose Preferences.
  3. Select the Sales Tax tab.
  4. Go to the Company Preferences tab.
  5. Click Add sales tax item.
  6. Enter the necessary information.
  7. Click OK.

When creating an invoice, this is already added on the subtotal:

For in-depth information, please refer to this article: Set up sales tax in QuickBooks Desktop.

 

That should help you record your customer's transaction, Adcetera.

 

Let me know if you have follow up questions for me. I'm still here to help you more. Have a wonderful day!

Highlighted
Level 2

Charge Credit Card Fee

I have sales tax set up and it shows on the invoice. My question is how to include the sales tax into the subtotal (because there are multiple items on the invoice) which is needed to add the 3% convenience fee.

 

Highlighted
QuickBooks Team

Charge Credit Card Fee

Hello again, Adcetera.


Thanks for adding a screenshot for it gives me an idea how you enter the transaction. I can share some information about including the sales tax into the sub-total.

 

Currently, there is not an automatic way of adding the tax into the sub-total. However, adding more options when entering transactions is a good recommendation.

 

I’ve informed our product developers that you want to have the ability to automatically add the sales tax to the sub-total. They also want to know your thoughts on how we can improve the functionalities in QuickBooks, so I suggest sending your ideas via feedback.

 

Here’s how:

 

  1. Go to Help at the top menu bar.
  2. Select Send Feedback Online, then choose Product Suggestion.
  3. Enter your thoughts and suggestions.
  4. Click on Send Feedback.

 

Be sure to let me know if you have any questions—if you need anything else I'll be happy to look into it. Have a great day ahead.

 

 

 

Highlighted
Level 2

Charge Credit Card Fee

Unfortunately they don't have a fix for this (I did report it to QB) and I can't imagine I'm the only one that would have this issue. 

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Moderator

Charge Credit Card Fee

Hello there, Adcetera.

 

I appreciate you for getting back and for sharing your concern with us.

 

Since I want your suggestion about adding tax into sub-total to be heard by our Product Development Team, let me personally pass along this feedback to add this to their priority list.

 

Please let me know if you have further questions about this or if you need help with something else, I'm always glad to help.

 

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Level 1

Charge Credit Card Fee

I am having the same issue trying to figure out the best way to impose the "credit card processing fee" so that it is based on the invoice total.  If you set up the "convenience fee" as a sales tax item, how would that work if you have customers that are tax exempt?

Highlighted
QuickBooks Team

Charge Credit Card Fee

We can set up the credit card processing fee as a service or non-inventory type, sheenad. 

 

When we the set up the charge as sales tax item, QuickBooks will recognize that we'll pay the amounts to a tax agency. We can enter the fee as a Service or Non-Inventory type instead.

 

Let me show you how:

  1. Go to the Lists menu and click Item List.
  2. Select either Service or Non-inventory under the TYPE drop-down. 
  3. Type a name like Credit Card Processing Fee  or Convenience Fee
  4. Enter the Rate or Amount of the charge, or you can leave it as black if the charges differ.
  5. Select the Account affected. 
  6. Click OK

Then, add it as another line item every product where it'll apply. For example, Line Item 1, Line Item 2, CC charge, Line Item 4, CC charge. 

 

I'll be here if you need more help with recording your sales. 

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