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Lead Ninja
Level 1

QuickBooks On Line Payments

I am using QuickBooks On Line Payments- Is there a monthly report available showing the fees that have been charged using QBO payments? 

2 Comments 2
MAnneJ
QuickBooks Team

QuickBooks On Line Payments

Pulling up a payments report showing fees charged using QBO Payments isn't available, Lead. let me go into details about this.

 

As a workaround, we can get monthly statements via Account and settings for your reference. 

 

Here's how: 

 

  1. Open your QBO company. 
  2. Go to the Gear icon, then select Account and settings.
  3. Choose the Month you want to pull up under the Monthly statements drop-down in the Documents.

 

accounts and settings.PNG

 

Moreover, you can log in to your Merchant account to get the statements. 

 

  1. Open your Merchants Services account. 
  2. Go to the Activity & Reports drop-down.
  3. Select All Statements under View Statements.

 

merchants.PNG

 

Additionally, you'll want to refer to this article and learn how to void or refund payments processed in QuickBooks Online: Void or refund customer payments in QuickBooks Online.

 

I'm always here if you need additional assistance managing your payments in QBO. I'll keep an eye out for it. Have a good one. 

brandydanielsva
Level 3

QuickBooks On Line Payments

You could also go to the same Accounts & Settings area, Payments, and check under Chart of Accounts to see what account number/name you are tracking QBO processing fees.  Then go to your P&L for whichever month you want to look at, and expand out that line item on your report by clicking on the total for that month.  It will bring you up a report in detail of each transaction.  

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