Transactions
I can share additional information about this, enquiries-twcthe.
Yes. you're correct. You can add the processing fee by creating an invoice. Also, there isn't a way to automate it since it has to be done manually.
On the other hand, you must delete the bank deposit first if it's linked to a sales receipt or invoice. I'll show you how to do it.
- Go to the Accounting menu, then Chart of accounts.
- Locate the bank account.
- In the Action column, click the Account history link to view transactions.
- Find the bank deposit. You should see the name of your customer and below is the Undeposited Funds account where the transaction is coming from.
- Click on that transaction and choose Delete.
- Hit Yes to confirm.
Once done, you can now delete the sales receipt or invoice by going back to the Sales menu.
In addition, I've added this helpful material to help ensure that transactions are recorded in the correct account: Categorise and match online bank transactions in QuickBooks Online.
Feel free to drop a comment below if you need further assistance managing your account. We're always here to help you.
