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Rea_M
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Hello there, @Brilliant16.

 

I'll share insights on how you can record sales and fees in QuickBooks Online (QBO) to keep your income data accurate.

 

What happens to your real-life business should match with the ones in QuickBooks. When there's a processing fee, you'll need to include it (as a line item) in your invoice to record it properly. This ensures your books are correct and track sales and income accordingly.

 

Since you don't want it to affect your customer's invoice and balance, you can create a journal entry (as directed by my colleagues). However, I'd recommend consulting your accountant to guide you through the right process and selecting the appropriate accounts.

 

Once everything is all set, you may want to track your sales and income transactions by pulling up customer transaction reports (for example, Sales by Customer or Income by Customer). To do this, go to the Reports menu's Standard tab and search for the one you need.

 

If you have other concerns about managing invoices and payment transactions in QBO, please don't hesitate to let me know in the comments below. I'll gladly help. Take care, and I wish you continued success, @Brilliant16.

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