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Replying to:
Mark_R
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Hello there, Bailey.

 

I'd like to make some clarifications about adding credit card fees or surcharges to invoices in QuickBooks Online (QBO).

 

As mentioned by my colleague MonicaM3, the option to add credit card fees automatically when a customer pays their invoice by credit card or ACH is currently unavailable. As a workaround, you'll have to create a service item for the credit card surcharge and add it as another line item in the invoice. Here's how:

 

  1. Sign in to your QBO account.
  2. Click the Gear icon, then select Product and services.
  3. Select the New button and choose Service.
  4. Enter the item name, like Credit Card Surcharge or any name that can identify it.
  5. From the Income account drop-down, select the category that best describes the fee.
  6. Click Save and close once finished.

 

Once done, you can now create an invoice and add the surcharge service item.

 

Just in case you want to view all your sales transactions to check the status, you can check out this article for more guidance: View sales transactions.

 

Please know that I'm just a reply away if you need any further assistance managing credit card charges. Wishing you and your business continued success!

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