Hi All!

We understand that credit card processing fees can add up and that cash flow is important to small businesses. Because credit card surcharges are handled differently in each state, the function to automatically add processing fees to an invoice is not available at this time.

Most merchant service agreements stipulate that the merchant will cover processing fees for credit card payments. However, in some cases, businesses pass these fees on to consumers in the form of surcharges to avoid incurring the additional costs themselves.

In states where surcharges are legal, they must be clearly displayed at the point of sale and on your receipt.

When a business chooses to impose a credit card surcharge, there are protocols that have to be followed, these vary by state.

If you choose to add a credit card processing fee to your invoice, you can create a service item, then manually add it to your invoice. You can also consider a third-party app and integrate it with your QuickBooks.

To begin, these are the steps:

1. On the left navigational bar, go to Get paid and & pay tab.
2. Choose Product & Service.
3. Click on New then select Service.
4. Enter the name of your service item. (Example CC Fee)
5. Select the account you'd use to track the processing fees.
6. Once done, 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.

In case you'd like to use a third-party app, here's where you can find one in QuickBooks Online:

1. Sign in to your QuickBooks Online Company.
2. Go to Apps tab.
3. On the search bar, type the name of the that you'd like to integrate with your QBO account.
4. Click the Search icon.

Let us know if you have any additional questions. We are here for you!