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)
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:
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!
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.
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.
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.
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?
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:
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.