How Surcharges Sync to QuickBooks Online
This article explains how surcharge amounts collected in Zenoti are posted to QuickBooks Online (QBO).
Overview
When a surcharge is collected on a customer payment, Zenoti posts the surcharge amount to QuickBooks Online using a Miscellaneous Journal Entry.
Surcharges are recorded separately from invoices and payments. This means:
Invoice totals remain unchanged.
Payment amounts remain unchanged.
Customer balances are not affected.
The posting follows the same accounting pattern used for digital payment fees.
How surcharge posting works
Daily aggregation
Zenoti aggregates surcharge amounts for each business day.
Only completed transactions are included.
Refunds and partial refunds reduce the aggregated surcharge total for that day.
Journal entry creation
For each business day, Zenoti creates one Miscellaneous Journal Entry in QuickBooks Online.
The journal entry includes:
Debit: Surcharge Clearing/Receivable Account
Credit: Surcharge Revenue/Income Account
The accounts used are based on your accounting configuration in Zenoti.
Accounting behavior
Surcharge journal entries:
are independent of invoice records
are independent of payment records
do not modify invoice-level or transaction-level totals
Exactly one journal entry is created per business day. The amount in the journal entry matches the total surcharge collected for that day after refunds.
Notes
Historical surcharge data is not automatically backfilled.
Account mapping must be configured correctly for surcharge posting.
If you have questions about account mapping in QuickBooks Online, contact your accounting professional.