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Thanks for joining this thread, Linda Z.
I can see a lot of customers are having the same needs as yours about adding credit card fees automatically on invoices. Adding this feature can save time and will enhance your online experience.
I’m unable to provide a defined time frame when this functionality becomes available. Please know that your voice is important since it will help us pinpoint the areas in QuickBooks Online (QBO) that we need to improve.
I also suggest sending this idea to our engineers for inclusion in future updates. Let me show you the steps on how to do this in QBO.
You can browse through the following articles to learn more about credit card processing. From there, you’ll learn about fees, regulations, and requirements that come when you accept credit cards.
Feel free to post a comment if you have any clarifications about charging fees. I’m more than happy to lend a helping hand.
Have you found another accounting software that you would recommend?
Check you PM. Reply to us in private if you need to purchase our conversion service.
I've read through this thread, and several others exactly like it, dating back many years. QBO is obviously aware of this critical customer request, and is choosing to ignore it. This is clearly not an engineering decision / difficulty because several third-party startups, without a fraction of QBO's resources, are able to implement this simple feature. The exclusion of this feature is entirely about greed. Like many others across this community, I am compelled to find an alternative business accounting software that respects its customers. QBO, can you feel the tide turning?
If you are running a B2B company, you can use another payment processor to integrate with your QB. You can choose who pays the credit card fee (2.9%, tax-deductible). By default, the fee is charged to your customer and is added directly to the payment they send you.
Thank you for the quick reply. I really appreciate that.
I actually just tried Milo based on the information provided in this thread. The problem with that service is even when using "Guest Checkout" your client will have to essentially set up a profile to use the service. It's not as simple as just entering credit card or bank details. They have to enter a bunch of information. It's much more time consuming, which creates an inconvenience barrier to paying invoices. Is there another service that you recommend that streamlines the process for paying invoices?
Do you have recommendation of another platform that pairs well with QB?
Thanks for joining us here in the Community, @vskee48.
I'm here to share some insights about the apps that you can pair with QuickBooks Online.
QuickBooks Online integrates with various third-party applications. While we can't provide a specific recommendation regarding the app that can help you with invoice payment, I'd encourage you to visit our app site. From there, you'll be able to see another platform that suits your business needs.
Feel free to scan through this link: QuickBooks Apps.
You can also search some apps by going to the Apps section on your QuickBooks. Just for search your desired functionality from the search box.
Know that the Community is always open for any recommendations from other users. The sharing of ideas and experiences helps to make the forum such an awesome place.
Should you ever have questions or need anything, I'm just a few clicks away. Keep safe!
If you want your clients to pay credit card fees, using Melio is the solution right now. We haven't found any other options yet.
https://melio.grsm.io/get-paid
Are you running a B2B or B2C company? If you are running a B2B company, you may explore this one
https://melio.grsm.io/get-paid
Quickbooks clearly does not care and has no plans to incorporate this. They've just been giving the same regurgitated B.S. answer about adding it in yourself to the invoice, which they then charge you for that higher total amount, so you'll never fully recoop the fees. This has been going on and asked by hundreds of customers for over 2-3 yrs now. I've wasted hours pouring through all the questions and the exact same answer every time.
Again QB has no intention of correcting this for business owners - switching my accounting and business software to Square or Clover, they actually have this feature (I know for a fact square incorporated it in 2018).
You think it's enough to cover the cost of people switching to another brand?
Can anyone confirm this is correct or should I be charging GST/PST on the fee?
Thanks!
Thanks for checking in with us, Standing6.
When it comes to charging the GST/PST on the fee, it would be best to consult your accountant or tax agency about this one. They'll provide you with detailed information about charging the GST/PST on the fee. Then, we can use a service item for the fee when creating an invoice. Here's how:
Add the fee as an additional item on your invoice every time you charge your customers with the processing fee. You can browse through the following articles to learn more about credit card processing. From there, you’ll learn about fees, regulations, and requirements that come when you accept credit cards.
Feel free to visit our Taxes page for more insights about managing your taxes in QuickBooks Online.
If you need to take care of other things in QuickBooks, I'm with you every step of the way. Just leave a comment below and I'll get back to you. Have a great day.
I understand the process of adding the fee as a line item however when I email the customer the invoice I do not necessarily know if they will pay via check or credit card. So how do I get the customer to pay the fee IF they decide to pay with a credit card? Does QB allow the fee to be added ONLY IF they choose credit card?
I can share some information about processing customer payments in QuickBooks Online (QBO), @Larissag.
When you send them an invoice, they can choose to pay you using a credit card, debit, and ACH bank transfers for invoices you send. You may verify with your customers how they'll send you the payment. Once you've confirmed that they'll be paying you via credit card, you may include the fee in the invoice you'll be creating.
Check this article for more information about processing customer payments in QBO: Take and process payments with QuickBooks Payments.
The option to set or add the fee when the customer chooses to pay via credit card is currently unavailable. That would be a great addition to the current features that we have, so I'll take note of it. For now, you can visit the QuickBooks Blog to check for new updates and features that we have.
Here's an article that will walk you through adding a fee to an invoice, whether you've already submitted it or not: Add service fees manually to invoices.
I'm also adding this resource to know more about recording invoice payments: Record invoice payments in QuickBooks Online.
Let me know if you still have follow-up questions about customer payments or any other concerns. I'll be there to help in any way I can. Have a wonderful day!
QB Payment doesn't yet offer such feature. If you are running a B2B company, explore another payment processor as I mentioned in earlier post.
Has there been any movement on the enhancement request of having the credit card fee automatically calculated by QB and added to the invoice to the customer has to pay it?
Hello there, @cats20020.
Currently, the ability to automatically list the credit card fee to the customer's invoice is unavailable in QuickBooks Online (QBO).
We are aware of how this would be a bonus to your business transactions. Therefore, our engineers are working on improving our product's features to meet your needs.
You can also directly send feedback to us about this feature.
Here's how:
1. Go to the Gear icon.
2. Under Profile, click Feedback.
3. Share your feedback, and then Next.
I'm also adding this article to help customize the invoices that you send to your customers: Customize sales forms.
Feel welcome to reach out to us again with any concerns and questions you may have.
Why don't you charge your client a higher processing fee than the cc company does to you.
This is why you should use margin not markup.
QuickBooks
Get off your and add a processing fee option when our Customers pay by Credit card fees !!! This is a basic 101 Programer job so get it done !!
Or it may be just Quit QuickBooks movement
This is a stock answer. Either you are so greedy you do not want to fix it, or your engineers are so incompetent that they do not understand the impact to businesses. Which is it? My business will not use credit card payments with QuickBooks until we can successfully pass the CC fee on to our customers without being charged an additional fee for doing so.
What account would you put this under? Since you are charging your customer the processing fee it is income but I it's not an actual sale.
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