In QB Desktop, it was simple to record a bank fee when recording a customer payment - enter the amount rcvd, and QB would ask if a bank fee. How can this be done in QBO?

Navigating a new product can be challenging, tanstaafl2011. You can record the bank fees on the bank deposit window, and I'll share the details below.

Since some financial institutions include processing fees, it's best not to modify the original transaction in QuickBooks. What we can do is add these charges while you're on the bank deposit window. Follow the steps below:

1. Go to the + New and select bank deposit under Other.
2. Add the necessary information.
3. Scroll down to the Add funds to this deposit section, then enter the fee as a line item.
4. Choose the Bank that charges these fees.
5. In the Account dropdown, pick Bank Charges.
6. Type the fee ($.50) as a negative number (–.50).
7. Review the deposit total along with its fee, then click Save and close.

If you haven't set up a bank charge account, create one by following the steps below.

1. On your Bank deposit page, go to Add funds to this deposit. 
2. Click the Account dropdown, then select + Add new.
3. A window pop-up will show. Once there, choose Expenses in the Account Type and Bank Charges in the Detail Type.
4. Add a name you can easily remember, such as Bank Fees.

Scan this article for complete information on managing payments: Record and make bank deposits in QuickBooks Online.

Additionally, you can check out these resources to learn more about handling entries:

• Categorize online bank transactions in QuickBooks Online
• Reconcile an account in QuickBooks Online

Aside from working with your bank deposits, I've got you covered for any other banking-related concerns. Use the Reply button to leave a comment. Take care always.

This does not solve my problem.  That is, I want this to work as well as it did in Desktop.  Previously in Desktop, if I received a customer payment that was less than the invoiced amount due to a wire fee, in Customers I would enter the amount received, and apply it to an invoice and indicate it was deposited directly into my checking account,.  QB would notice it was less than the invoiced amount, and ask a simple question: Save as an underpayment, or bank fee.  I would click bank fee and be done.  No need to go to the Bank Deposit.

So now you're saying I have to take several ADDITIONAL steps using QBOnline (which I was essentially forced by Intuit to switch to because of your pricing policy)???   Why should I have to take additional steps in QBO vs what I did in QB Desktop????

Is there a way to have QBO behave the same as I described above for Desktop??

I hear your sentiments, tanstaafl2011. Having the option to add bank fees when recording customer payments is indeed convenient and provides overall transparency to your finances.

We understand how beneficial this functionality is to your business. In light of this, we encourage you to share your thoughts and experiences directly with our Product Development Team. Your feedback and suggestions are valuable in improving our services for all users. We are dedicated to providing the best experience for our customers, and your input plays a crucial role in achieving this goal.

I'll show you how you can send one: 

1. Locate the Gear icon.
2. Under Profile, choose Feedback.
3. Enter your feedback suggestion.
4. Hit the Next button.
   

You can stay up-to-date with the latest news about product enhancements by reviewing Intuit's Product Updates webpage. You can select your country on the bottom part of the page to ensure you're updated with the newest improvements accordingly. 

Your ideas are valuable to us, tanstaafl2011. We appreciate your engagement and look forward to hearing your ideas on how we can make our product more effective and user-friendly. Let's work together to ensure you can get the most out of your QuickBooks experience. I will promptly address your concerns as soon as possible, ensuring you receive the guidance you need.