Automating tasks while creating transactions would certainly help you save valuable time, BeckieG. Let me address your question regarding this automation feature in QuickBooks Online.
Currently, the option to automatically add a line for credit card convenience fees is not available in QBO. For the time being, you will need to manually include a separate line to add it when creating invoices.
You can also refer to the following articles for guidance on this process:
Additionally, here are some workarounds you might consider:
- Create a recurring transaction for the most common invoice types.
- Use the Duplicate feature to copy a previous invoice that includes the convenience fee, then modify it as needed.
- If you're comfortable with more advanced solutions, you can explore third-party apps that integrate with QBO and offer more automation features.
Furthermore, I encourage you to submit a feature request for adding more automation to the invoice creation process. Your input is invaluable in shaping future updates. Here is an article on how to submit feedback in QBO: How do I submit feedback?
Our engineering team carefully reviews all user feedback as part of our commitment to continually improving the QuickBooks experience. Your insights could play a crucial role in developing features that benefit you and other users facing similar challenges.
I'd also like to provide you with these additional resources to further assist you with your invoicing needs:
I want to emphasize that our support extends beyond this conversation. Please feel free to reach out if you have any follow-up questions or if new inquiries arise as you continue to use QBO. Whether it's about creating sales transactions or any other aspect of the platform, we are always here to help.
