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C
cleaningsolution
March 29, 2023
Question

How can I covert back to old version of the recent sales update? I have followed all suggestions from help, and chat assistance, but no success.

  • March 29, 2023
  • 1 reply
  • 0 views
My estimates will not allow deposits anymore. I do not like the knew layout, and I am unable to convert back to the old. Invoices are showing paid when they have yet to be paid. Emails showing html. code and no viewing or approving option.

1 reply

M
Maybelle_S
March 29, 2023

Hello there, @cleaningsolution.

 

Thank you for posting here in the Community. I'd be glad to assist you with Sales tax in QuickBooks Online.

 

When you switch back to the old Sales Tax Center, the process will turn to manual. You can no longer go back and use the Automated Sales Tax feature once you make the change in the system.

 

If you wish to use the manual sales tax feature moving forward, you can follow these steps:

 

  1. On the left panel, click Taxes.
  2. Select Sales tax settings at the top right.
  3. At the bottom part of the screen, you'll see "Want to temporarily switch to the old tax center? Switch here." Select the here hyperlink.

 

If you want to know more about how migration works, I recommend visiting these articles:

 

 

Please don't hesitate to reach out to me if you need additional clarification with switching sales tax. I'll be sure to get back to you.

A
antonio06450
September 26, 2023

Not sure if anyone else brought it to Intuit's attention or if this community is monitored by Intuit, but yes, the new sales tax is soooooo limiting. And here is an example. Besides the fact that the "new experience" on the sales tax hasn't been working correctly for a while and that you guys are continuously working on fixing it, we have come across a situation in which the "old experience" on the sales tax works exactly as needed. Here is what we have: a client with multiple locations in a state with a single sales tax rate (CT). These two locations have their own registration number, and they file their sales taxes independently. These two locations have also a different filing requirement (one is monthly, one is quarterly), so, each location has to track the sales taxes individually. This is ONE company with multiple locations. The "new experience" does not allow this type of scenario and there is no option to "Temporarily Switch back...". We cannot choose the same agency (from a drop-down) for each location because it only allows for one Agency selected for the same state. The "old experience" only asks for the Name, the Agency Name, and the tax rate. No drop-down from which to select. We tested it on the Sample company and it allows this type of scenario, created 3 different Names, Agencies, and tax rates (Colorado, Colorado 2 and Colorado 3). Then, we were pleased to see the three different Sales Tax Payable in the Chart of Accounts and we can select whichever "location" from invoices or sales receipts. This would allow to track each location's sales and sales taxes. Can you please allow to switch back from the "new experience" to the "old experience"? That would be greatly beneficial to everone.

R
RCV
September 26, 2023

Let me share some information about switching to get you back to the old sales tax center, antonio06450.

 

I understand how important it is for your company to switch back to Manual Sales Tax experience. This option, however, is not available in QuickBooks Online (QBO). We see consumer feedback as an opportunity to improve the numerous features of our products. I'd recommend giving our engineers direct feedback. They may look into this suggestion and incorporate it into future updates. Let me demonstrate:

 

  1. Go to the Gear icon.
  2. Hit Feedback.
  3. Type in your recommendation in the Share your feedback field.
  4. Click Next.
  5. Follow the on-screen instructions to complete the process.

 

I've attached screenshots below for your reference:

 

Furthermore, you can visit his page to stay up to date on the latest software improvements and enhancements with QBO: Customer Feedback for QuickBooks Online.

 

Alternatively, we can turn off sales tax in the Automated Sales Tax experience. This is a one-time action that will help set your account up for seamless use in the future. First, we need to delete them before turning off the Sales Tax feature if you have transactions with sales tax. You can check out this article for more details: Turn off sales tax in QuickBooks Online. Then, go to the Find and remove sales tax transactions section. 

 

Here are articles you can refer to for additional information about sales tax in QBO:

 

 

Please fill me in if there's anything else I can do to help you manage your sales tax transactions. You can click the reply button below to add your response. Keep safe always!

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