We appreciate the details you’ve shared, particularly regarding how and when the customer payment transaction syncs from Lawn Buddy, your CRM, to your Stripe account, @Mat-zook. Since the fee is paid by your client, not by the business, you don’t need to record these fees to match them with the invoice in QuickBooks.
If you’re looking for a way to prevent client-paid fees from being downloaded from your Stripe account, we recommend contacting Stripe Support to check whether such a feature is available. This could make matching Stripe transactions to invoices more straightforward.
Additionally, we understand that you’re also able to view post/article details about fees paid by the payment receiver, which differs from your current situation. Keep in mind that if client-paid fees are recorded, they will appear in your financial statements, such as in the profit and loss statement if categorized as income or expense, or in the balance sheet if categorized as an asset, liability, or equity. And manually excluding them in QuickBooks could be tedious. This is why I recommended contacting Stripe Support if there’s a way to offset the fee.
Regarding your question about entering a minus amount for the fee in each profile, are you referring to creating a customer credit to offset the fee in their account? As mentioned earlier, these fees are paid by the client, not the business. To ensure accuracy in your accounting, it’s best to ignore them or consult your accountant for advice if you decide to add the client-paid fee into your books.
Let us know if you have further questions or need additional assistance.
