I understand how important it is to choose the correct account, Commheat.

To avoid any error messages, let's make sure you select the appropriate account available from the Edit item popup box.

If unsure, I'd recommend consulting an accountant to know the specific account to choose. If you don't have one, you can use our Find-an-Accountant tool to look for an expert near you.

Additionally, I've added an article that'll help you keep track of your sales transactions in QuickBooks. This keeps your record accurate: Customize Customer and Job Reports.

I'd appreciate it if you keep us posted if you have additional questions about the process. This way, we'll be able to track the charges in the program.

there are some FANTASTIC third party integrations that do great 2 way sync and are fully GAAP and card brand complaint when it comes to surcharging.  shoot me a note if you want to take a look.

[email address removed]

@Commheat there are some great real time payment integrations that do instant 2 way sync and are fully GAAP complaint when it comes to surcharging.  the card brands have put alot of rules around this workflow, shoot me a note if you want to take a look further, happy to share what we found.

[email address removed]

Hey @kristin1130 100% correct.  surcharge is not 3% to 3% there are some specific numbers that the surcharge (customer pays) and merchant fee (business pays) need to be set at so you dont run into that issue.

there are some great fully GAAP compliant solutions w ith instant 2 way sync when it comes to surcharging in quickbooks.  the card brands have many rules around this, like you cant charge on a debit card, so you have to have a tool that automatically removes the fee if its a debit card sale...

shoot me a note if you want to take a look further, happy to share what we found.

[email address removed]

hey @jbrydell there are a handful of integrated solutions that offer this.  Not through intuit merchant but it allows many more processors.  have you found a solution to this yet?

@PGarcia if you are still needing credit card surcharge inside quickbooks shoot me a note.  I can show you what we use and have set up for other companies.  works great, not messy accounting hacks and fully GAAP compliant.  Its very clean and seamless integration. 

@JuliaFitzgerald we dug really deep into this for NetSuite and QBO clients...theres a bunch of "payment gateway" and "merchant account" issues that make it hard to jump through and deploy "easily.. 

HOWEVER, we did avail and find one!  We set up a handful of clients with it and its been great!  It fully integrates with QB in realtime & manages all compliance of the surcharge recording the fee properly and so on...

shoot me a note if you are still looking to solve for this. 

not sure about stripe, have done it with other solutions before for clients though.  Super easy integration, just put in quickbooks credentials & then merchant gateway key and it is set up right away.  Pulls all QB data in.  Super easy and all the fees are gone & all surcharges are recorded correctly inside quickbooks. 

Hey @vskee48 we have worked with one personally and with clients that does really well with QB.  shoot me a note if you want to see it.

Hey @vskee48 we have found a pretty solid one good two way realtime sync and really nice invoice portal as well. 

set a few customers up with it and also use it ourselves.

shoot me a note if you. are still looking [email address removed]

@TkcContractor we found a slick integration for our clients and our business that does this automatically.. adds it if credit, removes it if debit (per visa/mc rules) removes if check... 

guess i cant add a contact info here...  but maybe this will work

aaron *at* smitty *dot* consulting

@Zshumate yes, we have worked with a handful for our business and our clients. shoot me a note and i can point you in the right direction great tools, easy setup perfect 2 way sync.  they do freshbooks xero and others too... 

aaron "at" smitty *dot* consulting

@Four Directions did you ever find a solution?

we have worked with a few clients and our own qbo account with succes both on b2b and also consumer payments.  No issue...

let me know if you want to know more, i'll help point you in the right direction

How about I got a new request, QBO. Since you want to play word salad games with your customers and not going to solve this obviously easy to fix problem, why dont you stop sending me new comments on this chat. Bottom line, you dont want the bad PR of our customers seeing YOU charging a 3% transaction fee. keep in mind we pay now 50 dollars a month for your service. 3% fee on big invoices is highway robbery. you and everyone on here knows it. Take me off this chat bc my inbox is full with your BSing customers. 

When will Quickbooks add this feature?

It should be relatively simple javascript to increase the calculation based on their payment method selected.

If customer selects "Credit Card", payment is multiplied by %x.xx (variable entered by admin) a flag is handed to the payment processor, and the charge is split. You'd have to have a payment processor work with you and support this, but it should be a < 3 month implementation, not years.

Does anybody at Quickbooks have an update here? I'm seriously looking at other options for our business because this is ridiculous.

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@dpenna1025 wrote:

I'm seriously looking at other options for our business because this is ridiculous.

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Use a 3rd party merchant service/payment processor to integrate with QB.

 @dpenna1025 This is very possible I use a tool for my clients called chargezoom. It does this easily and with real time sync with qbo.

invoices are much more customizable too. You can remove all quickbooks branding. 

happy to connect you with our rep for a demo if you would like.   

This feature has been a known issue since 2020, or before, and it still hasn't been fixed?

Hi there, VersaAffiliateMngmt.

I understand that you need to add a processing fee on an invoice. However, this feature can be done by manually adding a service fee when you create an invoice.

Let me provide again the steps on how to charge a processing fee to your customer.

Step 1: Create a service fee.

1. Go to Get paid & pay and select Products and services.
2. Select New, then choose Service.
3. Give the fee a name.
4. From the Category ▼ drop-down, select the category that best describes the fee.
5. Fill out the rest of the fields as needed.
6. When you're done, click Save and close.
    

Step 2: Add the fee to the invoice.

1. Go to Get paid & pay and select Customer.
2. Find and open the customer's invoice.
3. From the Product/Service drop-down, select the fee item you've created.
4. In the Message on invoice section, include a note about the fee. This is optional.
5. Click Save and send or Save and close.

I'm adding this article if you need more details about the steps above: Add service fees manually to invoices.

QuickBooks also allows you to add late fees. All you need to do is set it up first. Check out this link as your guide: Learn how to set up and add late fees to overdue invoices in QuickBooks Online.

Don't hesitate to post again if you have other QuickBooks concerns. The Community forum is always open to answer your questions.

Hi @SashaMC this is not technically a CC surcharge fee.  IF you send invoice with echeck debit and credit card options the fee should only apply to when a customer pays with credit and not debit or check.

A line item on the fee would then be applied to all invoices regardless of method of payment. 

Hi @VersaAffiliateMngmt we have helped a number of our clients get set up on a tool called chargezoom, it has a realtime 2 way sync with QB.  It properly adds surcharge, and removes it when the customer pays with check.  the fee is then properly recorded in quickbooks accurately in your chart of accounts.

Happy to make an introduction PM me if interested

Aaron

Again you're replying with a canned answer and you don't address your customers' request: automation. There shouldn't be a need to manually enter a fee on every invoice, calculate the amount of said fee and having to ask our clients how they want to pay beforehand.

Hi @aaronsmitty , I’ve checked out the services you are talking about and I am interested in knowing more about how it can be done.

I have been dealing with this issue for the past 7 years.  I have grown tired and accustomed to asking our customers if they are going to pay with a card or check.  I put in writing before hand but we all know that not everything is read when signing. It is such an ugly way to end the relationship. Oh by the way, just a reminder that I am going to add the card processing fee to the final invoice when I send the invoice later today.  I eat the cost on the deposit so as to not have any other delay on the road to approval.

Sure. You can have it done on deposit also to keep consistent. 

also invoice and emails are fully customizable. 

we could go two routes

I suggest first a discovery to learn about your business first then second we can bring in a product specialist from chargezoom to help with more detailed technical and a full product demo.  

or they have online demo videos I could send to you

pm me and we can take it offline