With D-Tools Payments and QuickBooks Online integration enabled, you can further simplify your accounting by using the "Convenience Fee" automation. The Convenience Fee automation is enabled by default and will automatically add the convenience fee total as a new line item on each invoice you push from Cloud to QBO.
With Cloud calculating the convenience fee for credit and debit card payments as specified in the payment settings for D-Tools Payments, you don't have to spend time and effort separating convenience fees from the payments in QBO.
The Convenience Fee automation is currently available only with QBO but will be available in future releases for QuickBooks Desktop and Xero.
Here is an example of how the Convenience Fee automation works.
If you receive a $100.00 Visa payment, a 3% convenience of $3.00 will be added as a line item on the QBO invoice. You can map this convenience fee to a specific item in your QBO settings. Otherwise, it will be automatically mapped to an item called "Convenience Fee."
If you push the invoice to QBO after receiving payment, this line item will be created automatically.
If you push the invoice before receiving payment, a new line item will automatically be added to it as soon as the transaction is deposited into your account. This way, the invoice will not be modified until the transaction is fully cleared.
To map the convenience fee to a QBO item:
1/ Go to "Settings > Integration > Manage Integrations" in the left navigation menu and open the QBO Settings modal.
2/ In the modal, go to the “Invoice” tab and map the convenience fee to a QBO item in the “QuickBooks Invoice” tile.
If you see that this automation is failing or giving incorrect convenience fee totals, it could result from the Project Invoice automation or Service Contract Invoice automation failing for one or more projects or contracts.
You should identify them and manually push their invoices to QBO.
Check out this article for more details.