Setting QuickBooks Online Deposit Retail Delivery Fee

gennady · April 24, 2026, 8:06pm

Overview

Colorado and Minnesota both impose a mandatory retail delivery fee on orders shipped to addresses in those states. Shopify captures these fees as separate line items on each qualifying order. By default, weintegrate rolls them into the general sales amount when creating Sales Receipts and Refund Receipts in QuickBooks Online. Users on the weintegrate Enterprise subscription now have the enhanced ability to track separately via the Destination Fees & Surcharges settings which let you break each fee out into its own dedicated line item — giving you a clean audit trail and a single QBO Service Item that maps directly to the state-mandated charge.

Why Track Retail Delivery Fees as Line Items?

Compliance visibility. State auditors expect these fees to be identifiable and separately remittable. A dedicated line item makes that straightforward during tax season or an audit.
Accurate revenue reporting. Retail delivery fees are pass-through charges — not merchant revenue. Keeping them on their own QBO item prevents them from inflating your income accounts.
Reconciliation accuracy. When the fee appears as its own line, your QBO Sales Receipt matches the Shopify order total line-for-line, making bank reconciliation faster and more reliable.
Optional class tracking. If you use QuickBooks Online Classes, you can assign a class specifically to each fee — useful for multi-location or departmental reporting.

Background: What Are These Fees?

Colorado Retail Delivery Fee (CRS § 43-4-218)
Effective July 1, 2022, Colorado requires retailers to collect a pass-through fee on every motor vehicle delivery to a Colorado address. Shopify surfaces it as a named surcharge on the order. See tax.colorado.gov/retail-delivery-fee for current rates and exemptions.

Minnesota Retail Delivery Fee (MN Stat. § 168E.03)
Effective July 1, 2024, Minnesota applies the same concept to deliveries to Minnesota addresses. Full statute text is at revisor.mn.gov/statutes/cite/168E.03.

Both fees appear in Shopify’s order data as destination-based surcharges, separate from product, shipping, and tax line items.

Prerequisites

Before you configure these settings, make sure you have the following in place:

Enterprise subscription. The Destination Fees & Surcharges section is only available on the weintegrate Enterprise subscription plan. On lower plans the checkboxes are visible but disabled. Upgrade your subscription to enable them.
A QBO Service Item for each fee you want to track. You need at least one Service Item already created in QuickBooks Online to act as the line item for the fee. Many merchants create items named something like Colorado Retail Delivery Fee and Minnesota Retail Delivery Fee and map them to an Other Current Liability account (since these are pass-through charges, not income).
QBO Classes configured (optional). If you want to assign a QBO Class to the fee line item, make sure at least one Class exists in your QuickBooks Online company. The Assign Class checkbox is automatically disabled when no Classes are found.

How to Configure Retail Delivery Fee Line Item Mapping

Step 1 — Open your Shopify connection settings

Log in to your weintegrate account.
Go to Connections in the left navigation and click the name of your Shopify store.
Select the Sales & Deposits tab (or advance to Step 7 — Sales Settings if you are in the setup wizard).

Step 2 — Locate the Destination Fees & Surcharges section

Scroll down past the Discount and Payment Method settings until you see the Destination Fees & Surcharges sub-section. You will see two checkboxes:

Track Colorado Retail Delivery Fee as Line Item
Track Minnesota Retail Delivery Fee as Line Item

Note: Unless you’re on a trial, if you are on a subscription below Enterprise, the checkboxes are visible but grayed out. Hover over the checkbox label to see the plan-upgrade tooltip.

Step 3 — Enable the Colorado Retail Delivery Fee (if applicable)

Check Track Colorado Retail Delivery Fee as Line Item. A Retail Delivery Fee Line Item dropdown appears beneath it.
Open the Retail Delivery Fee Line Item dropdown and select the QBO Service Item you want weintegrate to use for this charge on every qualifying Sales Receipt or Refund Receipt. Start typing to filter the list.
(Optional) If you use QBO Classes and want to tag the fee line, check Assign Class to Retail Delivery Fee Line Item. A Set Class as dropdown appears — select the class you want applied.

Step 4 — Enable the Minnesota Retail Delivery Fee (if applicable)

Check Track Minnesota Retail Delivery Fee as Line Item. A Retail Delivery Fee Line Item dropdown appears beneath it.
Open the Retail Delivery Fee Line Item dropdown and select the QBO Service Item you want weintegrate to use for this charge on every qualifying Sales Receipt or Refund Receipt. Start typing to filter the list.
(Optional) If you use QBO Classes and want to tag the fee line, check Assign Class to Retail Delivery Fee Line Item. A Set Class as dropdown appears — select the class you want applied.

You can enable one state, both states, or neither — each toggle is fully independent.

Step 5 — Save your settings

Click Save or Next (depending on whether you’re in the setup wizard or editing an existing connection)
Your retail delivery fee setting will be applied to all future transactions

What Happens After Configuration

Once saved, weintegrate applies the mapping to every new order synced from Shopify:

If the Shopify order includes a Colorado or Minnesota retail delivery fee and the corresponding toggle is enabled, weintegrate adds a dedicated line item to the QBO Sales Receipt or Refund Receipt using the Service Item you selected. The amount on the line item matches exactly what Shopify captured for the fee.
If the order does not include that fee (for example, the delivery address is outside the state, or the order predates the fee law), no line item is added for it — nothing extra appears on the QBO document.
Refund Receipts follow the same logic: if the original order had a retail delivery fee and the refund includes it, weintegrate creates a matching line item on the Refund Receipt using the same Service Item.
Class assignment, when enabled, is applied to the fee line item on both Sales Receipts and Refund Receipts.
Orders synced before you enabled the setting are not retroactively updated. Only orders that sync after you save the new configuration will use the dedicated line item.

Troubleshooting

The checkboxes are grayed out and I cannot check them.
Your account is on a subscription plan that does not include Destination Fees & Surcharges. This feature requires the Enterprise plan. Contact weintegrate support or visit your billing settings to upgrade.

The Retail Delivery Fee Line Item dropdown is empty.
weintegrate populates this dropdown from the Service Items in your connected QuickBooks Online company. If the list is empty, you either have no Service Items set up in QBO, or your QBO connection needs to be refreshed. Create the Service Item in QBO first, then return to this settings page.

I enabled the toggle and selected a Service Item, but I don’t see a fee line item on my QBO Sales Receipts.
Check that the underlying Shopify orders actually include a retail delivery fee for the state in question. Only orders with a matching surcharge in Shopify’s order data will produce a fee line item in QBO. You can confirm by inspecting the order in Shopify Admin and looking for the delivery fee in the order charges.

The Assign Class checkbox is grayed out.
This means weintegrate did not find any Classes in your QuickBooks Online company. Enable Classes in your QBO company settings (Account and Settings → Advanced → Categories → Track classes), then return to this page.

I need to change the Service Item after orders have already been synced.
You can update the selection at any time. The change takes effect for all orders synced after you save — it does not retroactively update documents already created in QBO. If you need to correct historical documents, you will need to update them manually in QBO.

The fee is appearing on the Sales Receipt but the amount looks wrong.
The line item amount is taken directly from what Shopify reports for that fee on the order. If the amount appears incorrect, verify the fee amount on the original Shopify order. If Shopify’s number is correct and QBO’s is still wrong, contact weintegrate support with the Shopify Order ID and the QBO Sales Receipt number.