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cathy YDC
Level 2

automatic credit card fee

When is this happening people?  Why is QBO still not working with those of us who want to make the CC payment an option for our clients?  85,000.00 in fees last year.   We are seriously considering leaving QBO for another option.   This needs to be addressed.

5 Comments 5
4Gal
Level 11

automatic credit card fee

We are seriously considering leaving QBO for another option.

 

Why don't you consider using a 3rd party merchant service to integrate with QBO? Unless you don't mind purchasing a 3rd party service to convert your data to another accounting app.

MirriamM
Moderator

automatic credit card fee

Hi there, Cathy.

 

I can see the importance of adding a credit card processing fee to the customer invoices. However, it's currently not an option in QuickBooks Online (QBO). In the meantime, you can create a service item and add it manually to the invoice. Doing this will help track the standard fee with a detailed description. 

 

To add a service item, here's how:

 

  1. Go to the Gear icon at the top.
  2. Choose Products and Services.
  3. Click on New, then select Service.
  4. Enter the name of your service item. (Example CC Fee)
  5. Select the account you'd use to track our processing fees under the Income account drop-down.
  6. Once done, click Save and Close.

 

Once done, add the service item when creating an invoice with the credit card fee.

 

Please know that we continuously work to ensure that our software can attend to all of your business needs. In the meantime, I recommend sending feedback to help improve the program.

 

To send feedback, follow the below steps:

 

  1. Go to the Gear icon at the top.
  2. Select Feedback.
  3. Enter your comments or product suggestions. 
  4. Then select Next to submit feedback.

 

To be updated with the recent and upcoming changes for QuickBooks products, visit this link: QuickBooks New Features and Innovations.

 

Let me know if you have other concerns about QuickBooks. I'll get back to you right away. Have a great day.

cathy YDC
Level 2

automatic credit card fee

Yes, it is an option, but we already pay for QBO.... I am trying to save money, not create more expenses.  QBO just needs to get this option available to us.

cathy YDC
Level 2

automatic credit card fee

Yes, I know how to do this... however, I do not know who is paying by CC or ACH or Check - so this is really not a viable option.  QBO just needs to get this option available to those of us paying the money to utilize the program... If they want to keep us. Otherwise, there are certainly other options out there that we are looking into.

User333
Level 1

automatic credit card fee

I think users realize they can find a work around. I think that QBO needs to add this simple feature that helps its user pass along fees to their clients and save the users of QBO money. I'm seriously considering leaving QBO and their payroll because of stuff like this. 

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