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glang9
August 13, 2019
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Change tax rate for all products and services

  • August 13, 2019
  • 1 reply
  • 0 views

Is there a way to change the tax rate for all current products and services? Don't have time to go through one by one.

Best answer by JamesM

Hi glang9,

 

Congrats on your fist post in the Community. I'll be happy to share more info on tax rates in QuickBooks Online.

 

At this time, there isn't an option to bulk change the tax rate for existing products and services. Don't worry, there is a workaround for this. QuickBooks has a way to edit customer's information in bulk. You can change a customer default tax rate so when you create an invoice for that customer, the default tax code will override the actual product/service code. Here's how to edit the customer's tax code:

 

  1.     From the left menu, select Sales, then Customers.
  2.     Select the Customer you need to update the information of.
  3.     Select Edit.
  4.     Click on Tax info > Add a default tax code   

Let me know if this helps. I'll be on standby. 

1 reply

J
JamesMAnswer
August 13, 2019

Hi glang9,

 

Congrats on your fist post in the Community. I'll be happy to share more info on tax rates in QuickBooks Online.

 

At this time, there isn't an option to bulk change the tax rate for existing products and services. Don't worry, there is a workaround for this. QuickBooks has a way to edit customer's information in bulk. You can change a customer default tax rate so when you create an invoice for that customer, the default tax code will override the actual product/service code. Here's how to edit the customer's tax code:

 

  1.     From the left menu, select Sales, then Customers.
  2.     Select the Customer you need to update the information of.
  3.     Select Edit.
  4.     Click on Tax info > Add a default tax code   

Let me know if this helps. I'll be on standby. 

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