Automating tasks while creating transactions would certainly help you save valuable time, BeckieG. Let me address your question regarding this feature in QuickBooks Desktop.
Currently, the option to automatically add a line for credit card convenience fees is not available in the software. For now, you can continue to manually include a separate line to add fees when creating or editing invoices.
Alternatively, you'll want to consider using the Memorize transactions feature for future transactions, especially if the invoice has the same amount and details on a regular interval. Here's how:
- Open an existing invoice that you want to memorize.
- Go to the Edit menu and select Memorize Invoice.
- Provide all required details, then choose Automate Transaction Entry.
- Click Save and close.
Here's an article for more details about this feature: Create, edit, or delete memorized transactions.
If you're comfortable with more advanced solutions, you can explore third-party apps that integrate with QuickBooks and offer more invoice automation features. You can go to this link to see all available accredited apps: https://desktop.apps.com/home.
Furthermore, I encourage you to submit a feature request about adding more automation when creating invoices. Your input is invaluable in shaping future updates. Let me show you how:
- Go to the Help menu and look for Send Feedback Online.
- Click Product Suggestion.
- Choose the Product Area of your suggestion.
- Enter your feature suggestion in the designated fields and complete the form accordingly.
- Click Send Feedback.
Our engineering team carefully reviews all user feedback as part of our commitment to continually improving the QuickBooks experience. It also plays a crucial role in developing features that benefit you and other users with similar concerns.
Lastly, I'd like to share these additional resources for guidance when invoicing your customers in the software:
Please know that our support extends beyond this conversation. Reach out to us again if you have any follow-up or new questions arise as you continue to use QuickBooks for your business. Whether it's about creating sales transactions or any other aspect of the platform, we're always here to help.
