PayorCRM Guide
  • Introduction
  • Connecting PayorCRM to your Accounting Software
    • QuickBooks Online
      • Data sync
      • Sync Processing fees
    • QuickBooks Desktop
      • Data sync
      • FAQ - QB Desktop Setup/Sync
    • Netsuite
      • Obtain Consumer Key and secret
      • Obtain Token key and secret
      • Add PDF generation Restlet code to Netsuite
      • Optional Steps
        • CC Processing fees sync
        • Obtain Netsuite subsidiary id
    • Other accounting software
  • Setting up payments
    • Setting up Stripe
    • Setting up Authorize.Net
    • Setting up QuickBooks Payments
    • ACH - Direct bank integration
    • Setting up Braintree card processing
    • Setting up Cybersource card processing
    • Other payment service providers
  • Setting up Invoice reminders
    • Quick step by step Tutorial
    • Sample Email reminder rules
    • Setup Email Templates
    • Using the default Invoice Reminder
    • Rule creator UI
    • Sending an invoice reminder manually
  • Setting up Automated statements
    • Quick step by step tutorial
    • Sample Statement rules
    • Enabling Default Statement Automation Rules
  • Setting up Auto/Recurring payments
  • Inviting customers to your Billing portal
    • Quick Video Tutorial
    • Inviting customers automatically
    • Inviting customers manually
      • Invite customer using self registration link
    • Multi customer account access
  • Manual Collections
    • Track Invoice opens/Email opens
    • Adding Collection Notes
    • Share files with your customer
      • Link Shared files to invoice
    • Allocating follow up tasks manually
  • API integration
  • How customers pay you
    • From within email using saved card/bank acct
    • Through Customer Portal
  • Branded Customer portal
  • Miscellaneous
    • Managing customer access
  • Advanced settings
    • Using your own Email Server
    • Credit Card surcharge and Late fees
    • IMAP settings
  • FAQ
    • Email Payment Link Errors
Powered by GitBook
On this page

Was this helpful?

  1. Connecting PayorCRM to your Accounting Software
  2. QuickBooks Online

Sync Processing fees

PreviousData syncNextQuickBooks Desktop

Last updated 11 months ago

Was this helpful?

To add processing fees as an item to invoices paid using Cards, Create a service item called "Processing fees" within QB Online by following the steps below

  1. Within QuickBooks, Click on "Sales" menu

  2. Go to "Product/Services" tab. Click on "New" button and select "Non-Inventory" item

  3. Enter the Name as "Processing fees" (Ensure that the name is entered exactly as given here)

  4. Check "I sell this product/service to my customers" Checkbox

  5. In the "Sales Tax" section, Select "Non Taxable". Click on "Save" button

The feature is not enabled for older accounts by default. Reach out to support@payorcrm.com to enable this

On QB generated invoice, The processing fee item appears as above after the sync