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May 14, 2021
Question

I need a Job Card on the System I struggle to change the vat so that it shows correct on my quote and invoice

  • May 14, 2021
  • 1 reply
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1 reply

May 14, 2021

I can see the importance of making sure your VAT info shows correctly on your quotes and invoices in QuickBooks Online (QBO), @elize-fmrepairs-. That's why I'm here to guide you on how to do it so you can manage your transactions accordingly.

 

For the time being, creating a job card in QBO is unavailable. You may integrate a third-party app to make this possible. With this, I'd also recommend visiting our blog to keep you updated with the latest news, features, and system upgrades.

 

On the other hand, since you want to change the VAT info on your quotes and invoices to make sure they're correct, you'll have to edit your transactions. Then, select the appropriate details under the VAT column. Here's how:

  1. Go to the Sales menu.
  2. Select the All Sales tab.
  3. Find the invoice/quote you want to correct and select it to open it details.
  4. Go to the VAT column and change it to the appropriate VAT name.
  5. Click Save.

 

I've attached screenshots below for your reference.

 

Also, QBO recently updated the VAT feature in accordance with the South African new rate to ensure a smooth tax year-end for you. To answer the most commonly asked questions about this change, you can check out this article: VAT Feature Update FAQ.

 

Feel free to comment below if you need further assistant in handing your VAT and sales transactions in QBO. I'll be glad to help. Stay safe.