Skip to main content
May 28, 2024
Question

Default tax code blank after conversion from desktop to online

  • May 28, 2024
  • 1 reply
  • 0 views

We recently converted from Desktop to Online using the conversion tool within Quickbooks Desktop and in all the customer records the box is checked that says “use default tax code” but the tax code field is blank.   In the list of tax codes, there is no default tax code showing.  Is there some way to set a default tax code that will populate across our customers?

1 reply

May 28, 2024

Hello S_MRC,

 

Welcome to Community! QuickBooks Online provides valuable features that enable you apply default settings, to prevent manual entry. Setting default sales tax rates can be accomplished a couple of ways.  I would be happy to show you how!

 

To set a default tax code for all of your transactions, follow these steps;

 

1. Open your Settings ⚙, then Account and Settings

2. Select the Advanced tab

3. Click on the Edit 📝   in the Accounting section

4. Use the ▼ dropdown menu in the Default tax rate selection and choose the desired rate

5. Hit Save, then Done

 

Here's how to set a default tax code for your Customers;

 

1. From the left menu, open Sales, then Customers 

2. Select the customer's name, then hit Edit

3. Scroll down to the Additional info section

4. Checkmark the box next to Assign default tax code

5. Use the ▼ dropdown menu and select a tax code from the list

6. Hit Save when done

 

In addition, you can set a default tax code to your products/services;

 

1. Open your Settings ⚙ and select Products and Services

2. Hit Edit to the right of the item you want to add a default tax code to 

3. Scroll down to Sales tax and use the ▼ dropdown menu to select the tax code

4. Hit Save and Close.

You're all set!

 

Please feel free to reach out again, if you have any other questions. We would be glad to assist!