I'll share some insights about how credit card processing fees work in QuickBooks Online (QBO), @peter124.
Settling up an automatic 3% fee for credit card payments is unavailable in QBO. Instead, you'll have to manually apply the fee to the transaction. To do so, you can create a Non-inventory or Service item, and then manually add it to the invoice. You can also consider a third-party app and integrate it with your QuickBooks.
Follow these steps to set up a Non-Inventory or Service item for the credit card fee:
- Click on the Gear icon located on the top right.
- Select Products and Services.
- On the Products and Services list page, click ‘New’ in the upper right corner.
- Choose Service or Non-Inventory.
- Fill in the necessary information.
- 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.
Also, it's a good idea to tell customers about the charge before you invoice them. You can include the default email message in your sales forms, just click this article for more info: Customize invoices, estimates, and sales receipts in QuickBooks Online
Furthermore, I'm adding these resources that might help you with your future tasks in QuickBooks:
If there's anything else you need assistance with aside from setting up automatic fees, never hesitate to ask below. The Community team is just a click away.
