Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Connect with and learn from others in the QuickBooks Community.
Join nowI am doing the books for a Small Not for Profit (Home Owners Association). I would like to offer payments to our members (ACH and CC). Is there a way to make that happen where the fees get paid by the member instead of the association getting charged the fees? I know there are other methods outside of QuickBooks, but would like to make everything seamless and "in house"
Good day to you, @Bill McLean.
I’m more than happy to share with you some information on how we can let your member pay for the fees in their ACH (bank transfer) and Credit Card (CC) payments.
We’ll need to create a service item for the fees to be included in the invoice. Let me show you how in your QuickBooks Online (QBO) account.
You can also check this article for more details: Add product and service items to QuickBooks Online.
Also, I’d recommend working with your accountant for additional guidance in choosing the right account for the service item. This way, we can guarantee the accuracy of your accounts after recording this. If you’re not affiliated with one, you can visit our ProAdvisor page and look for one from there.
Once done, you can now add the fee to your members' invoices.
When everything is all in place and you’re ready to deposit those payments, you can refer to this article for guidance: Record and make bank deposits in QuickBooks Online.
Know that you’re always welcome to post a reply in this thread whenever you need help managing your invoice payment. I’ll be around to help and keep you in working order. Have a great weekend ahead!
Thanks Jasro V. Since this is an Home owners association, we are required to bill everyone the same amount. We bill everyone a flat price once per quarter. We do not know who is going to pay with check, credit card or ACH. So if we don't know before invoicing, how do we add the fee on? We need to be able to do it after the fact.
I am an accountant, I just happen to be a board member for the HOA and I am doing the books for them.
Explore Melio as another option. In just a few clicks they can pay with bank transfers for free. They can even charge credit cards (2.9% fee for them, free for you). And they don’t even need to sign up.
https:// melio.grsm.io/quickbooks
Thanks - I just had a demo from them. They would work great if it were just us paying our bills, but the main reason is to collect our payments from invoices. They are only B2B and our assessments would be coming from individuals.
Explore another app. By default it only supports QBD. You will need a connector to integrate with QBO.
https:// wildapricot.grsm.io/quickbooks
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.