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Thank you for laying out the details of your concern, @rlw.
I'm here to share information and alternatives to help you achieve your goal and be able to accept large remittances seamlessly.
I appreciate the process you've done. You're right. We can only go to each invoice and add a line to deduct the fees to accept the payments. In this case, I'd agree with utilizing the resolve function to match the total fees attached to those invoices, and we're unable to determine the errors made through the process.
An alternative way I can suggest is to receive the full payment and deposit it to the undeposited funds. Here's how:
- Click + New, and then select Receive Payments.
- Enter all the payment information, and then choose the checkbox next to the invoice you would like the payment to be applied.
- Select the Undeposited funds account from the Deposit to drop-down.
- Click Save and close.
After that, create a bank deposit for the bulk payment. Then, enter the fee as a negative amount for fees. To do that:
- Select Bank deposit from the +New.
- Select all the payments you want to deposit.
- Go to the Add other funds to this deposit section, and then enter the amount of the bank service fee charged to you by the credit card company as a negative amount.
- Check and fill out other necessary information.
- Hit Save and close.
Once done, match the transactions from the Banking page.
On top of that, this article can be handy in reconciling your accounts to keep your books balance: Reconcile an account in QuickBooks Online.
I'm still around to help if you need more help with accounting payments or banking concerns. I'd be glad to extend a helping hand. Take care always.
