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KQ2020
Level 1

How do you pass along the Quick Book credit card Payment processing fees to your customer invoices?

 
4 Comments 4
Sherrie_F
QuickBooks Team

How do you pass along the Quick Book credit card Payment processing fees to your customer invoices?

Hello there, @KQ2020.

 

Let me share some information on how you can add the credit card processing fee to your invoices in QuickBooks Online (QBO).

 

To add a credit card processing fee to your invoice, you can create a service item, and then manually add it to your invoice as a line item.

 

Here's how:

 

  1. On the left panel, go to Sales.
  2. Select Products & services.
  3. Click on New then choose Service.

 

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4. From there, enter the name of the service item.

5. Select the account you'd use to track your processing fees.

6. Once done, click Save and Close.

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You can now then add the credit card fee as an additional item on your invoice when you charge your customer with the processing fee.

 

On the other hand, you can also look for a third-party connector app that can be integrated into the program to help add the processing fees. To find one that can sync into your QuickBooks account, you can follow the following steps:

 

  1. Sign in to your QuickBooks Online Company.
  2. On the left panel, look for the Apps.
  3. Choose the Find apps tab.
  4. Enter the app's name in the search bar or select the Browse category dropdown menu for you to check out the app.
  5. Click the Search icon.

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Lastly, I've added these articles in case you need assistance personalizing and recording invoice payments in QBO:

 

 

If you need anything else, please know that I'm just one post away. I'm always here to assist you at any time. Stay safe and have a good one!

4Gal
Level 11

How do you pass along the Quick Book credit card Payment processing fees to your customer invoices?

@KQ2020 

If you run B2B, you can accept credit card payments for free.

Shuber17
Level 1

How do you pass along the Quick Book credit card Payment processing fees to your customer invoices?

What do you mean by B2B?

4Gal
Level 11

How do you pass along the Quick Book credit card Payment processing fees to your customer invoices?

@Shuber17 

Business to Business.

Who is your client? Companies or individuals?

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