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How to Post / Not Post Payment Fees Along With Orders

This article explains how Webgility Desktop users can configure Webgility Desktop to post or exclude payment processing fees when syncing orders to QuickBooks. It guides users through identifying payment methods, mapping them with corresponding QuickBooks payment methods, and enabling the option to download payment fees as line items. By following this article, users can ensure that payment processing fees are accurately recorded within their accounting system or excluded as per their business requirements.

Webgility Desktop supports a feature, where in it allows you to post the payment processing fees along with the order.

To post the fees, first, you need to check the payment method name in the orders.

You need to copy the payment method name and then you need to go to Connections > Accounting/POS/ERP> Sync Settings> Map Payment Methods>Setup.

Here you need to add that payment method name and map it with the QuickBooks payment method.

 

After this is set up, you need to post the order and then the processing fees will appear on the transaction.

Post Payment Fees as a Line Item :

You can download the payment processing fees as a line item, you will need to enable the option "Get processing fees as a line item". To enable the setting, you need to go to Connections >Sales Channels > Settings> check the box for "Get Payment processing fees as a line item".

Once you enable this option, the payment fees will download as a line item in the order, and while posting the order, you need to map the fees to a QuickBooks item.