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shanepikelin
February 11, 2020
Question

Applying sales tax to rules!

  • February 11, 2020
  • 1 reply
  • 0 views

Surprised I haven't seen this on the forums yet unless it's been addressed already. 

I can't create a rule with sales tax for a business expense. Seems like a basic setting for creating rules to make life easier. 

 

My current workflow for whenever a transaction is automatically categorized by a rule.

-I have to go into review transactions

-Click the transaction that was made by a rule

-Click apply sales tax and save it

 

This makes the rules kind of pointless if I can't have it automatically add sales tax as most purchases/expenses have HST.

 

Is this in the works to being added??

Thanks!

1 reply

L
LauraAB
February 11, 2020

Hey again shanepikelin,

 

Being able to speed up your workflow is the name of the game when it comes to QuickBooks, and I definitely see how this could help with the speeding up the bank feed process.

 

As you've discovered, and as outlined in the Create rules to speed up reviews in QuickBooks Self-Employed article, rules are currently applicable to certain aspects of your transactions.

 

This is another good opportunity for feedback! In case you need the steps again, simply click the Assistant tool, then type and enter Feedback. Follow the prompts to let us know what we can do to make using QuickBooks Self-Employed even easier.

 

Feel free to visit us again in community!

S
shanepikelinAuthor
January 4, 2024

Bump! This still hasn't been added 3 years later!

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