QB Payments deposited in bank account net of fees

Hi there, KeeganE. 

You can edit the invoice and add a service fee item. Then, enter $2.69 as a negative amount so the downloaded payment and invoice amount will be the same. I'd be glad to share all the steps with you.

First, create a service fee item and post it in your expense account. Here's how:

1. Go to Gear or Settings ⚙ icon and select Products and services.
2. Click New, then select Service.
3. Proceed to the Name field and enter a name for the service .
4. From the Category ▼ dropdown, select the category that best describes the fee. 
5. Fill out the rest of the fields and click Save and close.

Second, open the invoice and add the item in the second line. Here's how:

1. Go to Get paid & pay or Sales, then select Invoices.​
2. Select the invoice you want to add a service fee to.
3. Click Edit invoice.
4. Proceed to the Product or service column and select the service fee you created.
5. Enter $2.69 as a negative amount and check if the invoice total amount is already $81.31.
6. Click Save.

Here's an article about this process for more details: Manually Add Service Fees to Invoices in QuickBooks Online.

Once done, you can match the downloaded transactions and the invoice since they already have the same amount.

The Community is always here if you need anything else. 

Thanks @JenoP. Quick follow up question - because the customer paid via credit card using QB Payments, QB recognizes the payment as having been $84 so wouldn't it show a customer credit for the fee amount of $2.69?

Because they actually paid $84 not $81.31?

@KeeganE, it's great to have you back in the Community thread. I'd be delighted to share further information about your customer's payments.

It is important to monitor your payments with QuickBooks Online. In your case, there won't be a customer credit because the cost would be deducted from your bank account. You were responsible for the fee since you accepted the customer's full payment via one of your payment options.

You may want to read the following articles to determine if there is a processing fee in your payment transactions and when QuickBooks Payments will transfer payments into your bank account:

• What are the fees for QuickBooks Payments?
• Find out when QuickBooks Payments deposits customer payments

You're always free to reach out to us again if you have further questions about payment processing or any QuickBooks-related concerns. We're willing to help you at any time. Take care!

@SirielJeaB adjusting an invoice down after payment has been received doesn't show the customer as having overpaid?

Thanks for following up with the Community, KeeganE.
 

You can use JenoP's recommended steps to create a service for your processing fees that were deducted prior to the deposit coming into your bank, then add it to the invoice.
 

If you have any questions about what can happen from doing this, or need any further assistance in regard to it, you'll want to work with an accounting professional. In the event you're in need of one, there's an awesome tool on our website called Find a ProAdvisor. All ProAdvisors listed there are QuickBooks-certified and able to provide helpful insights for driving your business's success.
 

Here's how it works:

1. Go to our Find a ProAdvisor page.
2. Use the City or ZIP search field to specify a location.
3. Select Find a ProAdvisor.
4. Browse through your results and find one that works best for the business. You can click on each ProAdvisor's profile to learn more information about them.
   

Once you've found an accountant, they can be contacted through their Send a message form:

1. Use the available text box to introduce yourself. Be sure to include details about which services you're looking for.
   
2. Enter your appropriate info in the Your name, Your email, and Your phone number (optional) fields.
   
3. Hit Send message.
   

You'll also be able to find many detailed resources about using QuickBooks in our help article archives.
 

I'll be here to help if there's any questions. Have a wonderful Wednesday!