Ryan, thanks for responding.

A couple things—I can't know how a customer is going to pay for an invoice when I create it. Some customers pay by check, some by Paypal & some by credit card. All of those methods mean different processing fees that I can't calculate up front. So it's impossible to determine any applicable payment processing fees when I create the invoice. Consequently, your first suggestion doesn't solve my problem.

Second, I cleared my cache & attempted to resolve the transaction again this morning again as you suggested. But (see attached screenshot) it still gave me the same error msg saying that I need to resolve the difference between my invoice total and my payment total even though, with the resolving transaction of the processing fees, they do, in fact, match.

Do I need to do something special with the payment processing fees prior to adding them as a resolving transaction? I tried separately adding them as an expense prior to matching the payment to the invoice, but that didn't work either.

Otherwise, what is it that I don't understand about how to use QB's resolving transaction feature? Can you speak to how that specific feature works instead of giving me workarounds?

We're scaling up and will face this bookkeeping issue more and more often in the future. I want to streamline this process now, not have our work multiply unnecessarily when QB has a feature that should make it easy.

Thanks.