…

duplicated.

Basically you’re just regurgitating the same BS that every other QuickBooks employee has said.

This feature is available on every other platform and accounting alternative have been able to handle this.

QB and their response to this is a complete joke!

But, glad QB rebuilt the menu for the 12th time, we are all excited to have to learn where are the buttons are again.  

If they put in 100th of the amount of time they wasted redesigning the menu, this thread could be closed.

Sorry, your jedi mind tricks won't work on me. This remains UNSOLVED.

We also started reintroducing Veem to our clients as another option for sending invoices and integrating it with QBO. The processing fee for accepting credit card payments is 3.5% and can be paid by the payer or payee. Other perks are that they also offer instant deposits and accepting international payments.

https://get.veem.com/qb_online

If they took as much time to research the issue as they did to write a non response, it may have been resolved.  It's always the same thing with QB, go to settings, leave us your feedback (aka spam/junk mail).

Its not solved. Quickbooks does many different things based on state requirements already. If it really was a big deal, QB could make this option available to states where it is legal, which is almost all. This is a big problem because when I make the invoice, it has to be specifically made to be payed by either CC or check. One invoice can't be formatted for both methods which is a major nuisance and requires many more unnecessary steps.

You admit that other companies have figured out this simple thing so why cant QB?

THIS IS TOTALLY NOT SOLVED! This isn't a solution to the request at all. A 3rd party app?!! Come on now. That's not what we are asking and QB knows it. All we want to be able to do is add a 'processing fee' for credit card and Paypal type services that charge up one, and be able to exclude that fee for check payment. I'm sure QB has some sort of arrangement with these credit cards companies...I mean, you've already sold my information to them (I've been getting soooo much junk mail since signing up with QB). The only 3rd party app I'm considering at this point, is a completely different accounting/billing platform. QB is supposed to the big dog in this field, act like one and give your customers what they are asking for. 

Even so, there's not an option to automate that the fee is not included for those clients/customers who pay by check for example. I don't want my clients that choose to pay by check to pay my 3% "processing fee."  This can affect business especially when my rates re being compared to my competition for future work.  Any option that allows my clients to save a few dollars (especially on larger invoiced amounts that can be hundreds of dollars) is a big deal.

QB....I don't want to GET TO KNOW another app!!!  This one already has a massive learning curve for people like me that are not accountants. I don't care about another app, I don't want another app, I'm not going to learn another app....I just want QB to include what obviously many of your customers are have been asking for FOR YEARS! Are you saying your team is incapable of finding a solution this request?  If so, tell us now so we can move on to another provider and stop wasting time with QB.

Spent another hour searching for a QuickBooks alternative. Switching to new software is inevitable as I can't continue using this. I just had to pay another "fee" that would have covered any cost of disruption. This software is a trap for the average small business owner. Rip the bandaid off and move to something else. I'm going to do it at the end of the year.

We've already figured this out and been adding this in as a "Product or Service" item for years.

However, the small business owner will never recoup the actual cost because its added in as a line item, which in turn increases the total sales amount that QBO ultimately turns around and bases their fee off the end total.

***QuickBooks says they can't add this feature because each state has different laws, and rules concerning credit card fees - cool story.... but yet they sure can figure out what taxes are to be charged by individual state?

Seems highly suspect

-Gunny

has anyone tried a third party software called eBiz???   Does it work?  Should I waste my time?

@radiusdesign 

Switching to new software is inevitable as I can't continue using this. I just had to pay another "fee" that would have covered any cost of disruption.

If you use QBO, you may consider converting your data to QB Desktop and using the trial version to access your historical data for good. Then you can start over or at least just convert the current fiscal year into another program. You will save a lot on conversion costs and downtime with this option.

Has this been updated since 2020?

Thanks for chiming in, @JenaEzra. I'd like to provide an update about charging customers for the credit card processing fee. 

Typically, merchant service agreements state that merchants are responsible for covering the processing fees associated with credit card payments. However, in certain situations, businesses may pass these fees onto consumers as surcharges to avoid bearing the additional costs themselves.

In states where surcharges are permitted by law, it is important to prominently display them at the point of sale and ensure they are clearly indicated on the receipt.

As of now, the feature is still unavailable in QuickBooks Online. We don't have a specific timeframe for when this will be added to the program. As an alternative, you can search for a third-party tool that can automate the procedure in our QuickBooks App Center . Simply click the profile of each payment processing app once you've logged in to learn more about their main features and how they integrate with QBO.

You can easily find apps in the QuickBooks App Store or consult with a QuickBooks advisor for personalized recommendations based on your specific needs.

Additionally, I've added an article that'll help you personalize the appearance and layout of sales forms so you can add the info that matters most to your business: Customize Invoices, Estimates, and Sales Receipts.

You can return to this thread if you have any other questions about the program's features. Don't hesitate to keep us posted. 

I work with PayorCRM which automatically charges a CC processing fee when the customer pays via card only.Let me know if you are still looking

Jaseem

PayorCRM

This is absolute madness QBO! Probably the worst customer service I have seen in years. So many software's have this feature built-in - I shouldn't have to add additional line items to the invoice in order to have my customers pay this fee. 2.99% on $10k jobs is a lot of money. 

Again, this is just a repeated work around causing an extra step to remember, more time, and still losing money on every transaction. 

Personally I think it is unprofessional and tacky to ask a customer how they plan to pay. Frankly, as long as they pay their bill so I can pay the employees it's really none of my business how they want to pay, and they may not know right there on the spot if they will write a check or pay with their bank or credit card, so now they're on the spot rather than privately making that decision. If I send out an invoice for a customer to pay, here are the options:

(1) I send it out with no credit card fee, and turn off credit card payment for this invoice. They can still pay with a check or bank with no fee, but if they do want to pay with CC then they have to reach out and ask me to turn it back on and add on the fee. Which can delay payment time if I cannot get back to them right away, especially if they are traveling or out of cell service.

(2) I send it out with the credit card payment turned on and the credit card fee added. Then if they do not pay with a credit card they either have to calculate their payment themselves or reach out and have the charge removed, or worse, they do not notice the line on the invoice or assume it will only be charged if they do use a credit card, and now I have unprofessionally over-charged the customer. 

Plus, once the customer pays the invoice, if the charge is forgotten, there is no way to submit a second charge to the payment method or add the charge before it batches to cover the fee, it would have to be invoiced separately, which is again, unprofessional and tacky. 

With all that QB has to offer, why in the world don't you have a way, other than to integrate an app to be able to add a % not a flat rate but a % based on the invoice total? I send our hundreds of invoices with different amounts and want to be able to offer credit card and ACH payments. However, such a thing does not exist. I am tired of paying outrageous intuit bank fees to the tune of over $35,000/YEAR!  I would like the option for several payments  methods for my clients. I cannot as a small business owner continue to cover these fees.

@brogers1 

Consider having a 3rd party merchant service.

I work with PayorCRM which integrates with QB and automatically charges a CC processing fee when the customer pays via card .

Is there a way to make this surcharge or processing fee activate ONLY if the customer uses the “Pay Invoice” button? IOW I would not want this to be charged on the invoices that still pay with check mailed in. 

I understand that you want to have the option to activate a surcharge or processing fee only if the customer uses the "Pay Invoice" button, Gigi429.

Credit card surcharges are handled differently in each state; the option to automatically add processing fees to an invoice is currently unavailable. 

As mentioned by my colleague, most merchant service agreements stipulate that they will cover processing fees for credit card payments. However, in some cases, businesses pass these fees on to consumers as surcharges to avoid incurring additional costs.

Meanwhile, in states where surcharges are legal, they must be displayed at the point of sale and on your receipt.

When a business imposes a credit card surcharge, some protocols must be followed, which vary by state. 

On the other hand, you can create a service item for the credit card fee and then manually add it to your invoice. Another alternative solution is to look for a third-party app that suits your needs. 

1. Hover to the Gear icon, then choose Product & Service.
2. Click New and select Service.
3. Type in the name of your service item. 
4. Select the account you'd use to track the processing fees.
5. Once done, click Save and Close.

Once done, add the credit card fee as an additional item on your invoice when you charge your customers with the processing fee.

On the other hand, if you have received a payment from your customer, it's important to record it in QuickBooks to ensure that the invoices are marked as paid. This way, you can keep track of your business's financial transactions.

Just tap the reply button and enter your response if you need further information regarding the surcharge or processing fee in QuickBooks Online. I've always got you covered. 

Ooooo because quickbooks doesnt have anything else that varies from state to state.

Straight lazy and actively not listening to the people who use the software.