We know how much of a headache accounting can be, which is why we take care of recording the data correctly in QuickBooks. Spend more time thinking about how to develop your business, and less time fixing your books!

In this help article, we’ll detail how few key features of recording surcharges paid by your customers correctly in your QuickBooks Online account.

For more information on what the surcharging feature is, please visit this article: Credit Card Surcharging FAQ.

When you enable the surcharging feature, you will see the following information in QuickBooks Online.

Once you enable surcharging and your customer paid by credit card and Housecall Pro detected it, a dedicated line item will be added to your invoice. This will trigger an update to the invoice in QuickBooks together with payment sync. During that first operation, we will automatically create a new dedicated ‘Credit Card Surcharge’ service in your Products & Services catalogue.

The item will be configured with a new, dedicated COGS account called Payment Processing Fee collected. This account is created as a sub-account to Housecall Pro Payment Processing Fee account and will allow for both to be reconciled in one smooth transaction.

Once the invoice is paid by your customer, we will update a corresponding invoice in QuickBooks Online by adding the surcharge line item reflecting the amount collected during the credit card payment process.

The COGS sub-account will help you keep track of all the surcharges you collected from your customers. The balance will increase whenever a surcharge is collected and for which invoices.

The new Payment Processing Fee account for Credit Card Surcharge line item is created under the Housecall Pro Payment Processing Fee account. This way, we are able to automatically show the delta between fees charged and fees collected.