If your firm decides to add the credit card processing fee to the pricing tab, then it will be necessary to complete the following steps.
The instructions below assume that you already understand how to work with the QuickBooks Connector. If you have any questions about these steps, please reach out to us and we'll walk you through them.
| Step 1 | Set up an expense account for tracking credit card fees. For this example, we will call it Credit Card Fees. |
| Step 2 | QuickBooks Online Users - Set up a product called "Credit Card Processing Fee" to your QBO file. You can give it a different name, but be sure to set the product as Non Taxable. Assign it to the account Credit Card Fees. |
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| Step 2 | QuickBooks Desktop Users - Set up an item called "Credit Card Processing Fee" to your QB file. You can give it a different name, but be sure to set the item as Non Taxable. Assign it to the account Credit Card Fees. |
| Step 3 | Pull the product, or item, down from QuickBooks to DesignSmart. |
| Step 4 | In DesignSmart create a subcharge called Credit Card Processing Fee. |
| Step 5 | Map the subcharge "Credit Card Processing Fee" to Credit Card Processing Fee. |
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