It's a pleasure to have you here today, Northstar. I'll provide helpful information that can address your question about automatically adding a payment processing fee to your customer's transactions inside QuickBooks Online (QBO).
In QBO, the option to add the processing fee automatically is unavailable inside the program. A way to get around this would be to create a service item stating that it's intended for the processing fee and add it to your customer's invoice or transaction. We can outline the steps to get you going:
- Access your QuickBooks Online company.
- On the left navigational bar, click Get paid and & pay tab.
- Select Product & Service.
- Click on New then select Service.
- Enter Processing fee or your preferred name for the service.
- Select the account you'd use to track the processing fees.
- Once done, click Save and Close.
If you're ready, add the service item to your customer's invoice to include a processing fee. Another workaround is to utilize a third-party application to help you attain your goal. Feel free to visit this page: https://quickbooks.intuit.com/app/apps/home/
In addition, here's an article to help you personalize the appearance and layout of sales forms inside QBO: Customize Invoices, Estimates, and Sales Receipts.
The Community team looks forward to having you here again if you have other questions about QuickBooks or need further assistance handling customer transactions and processing fees. As always, we'll be around to help you out again. Have a good one.
