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January 10, 2019
Question

Can I import the sale's tax rate into QB online as QB Desktop does?

  • January 10, 2019
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

RenjolynC
January 10, 2019

Hi there, nfm.

 

The sales tax rate is one of the features that are not converted when migrating to QuickBooks Online. Please see what data doesn't convert from Quickbooks Desktop to Quickbooks Online.

 

You can also check this article on how ​​​​​​sales tax works in QuickBooks Online.

 

Please don't hesitate to reach out to us if you have any other questions about QuickBooks. Thanks.

October 16, 2020

FYI, the page you supply a link to with the list that says "what doesn't convert" is not thorough enough to be helpful. I've tried to reference this several times hopeful to find info to answer questions from my clients before I convert them and the answers are never there. In particular related to this post, it does not address the sales tax rates. Has QBO improved this so that the sales tax rates will pull in yet?

JoesemM
October 16, 2020

Thanks for joining this thread, @elizabethaem.

 

I can see how this feature would be helpful for you and your client. Currently, importing the sale's tax rate into QuickBooks Online is unavailable. Rest assured, I'll take note of your suggestion and submit this to our product engineers for consideration. Your feedback will help to stay in tune with what our customers need, want, and expect.

 

Also, you can use the automated sales tax feature. By using this feature, QuickBooks can automatically do the sales tax calculations for you on your invoices and receipts for easy and accurate filings. This can be a reminder so you'll know when your payment is due, so you can file your taxes on time and avoid extra fees.

 

To know more about automated sales tax, please click these articles:

 

 

As we assess this opportunity, I encourage visiting our blog to stay current with all the QuickBooks News.

 

In case you want to read related articles, you can visit our QuickBooks Community help website for reference: QBO Self-help.

 

You can always get back into this post if you have more questions. I'll keep an eye out for your response. Take good care.