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D
DrFleury
December 29, 2020
Question

QBO Keeps Changing my HST Line

  • December 29, 2020
  • 1 reply
  • 0 views

Hi

I've searched and I can't find a way to get around this.  Here is a situation. I use the receipt photo tool on my phone.  QBO correctly reads the Vendor, and the date and Total and Tax line.  However, because several of the items I buy do not have HST charged, it sends QBO into a fit and forces me to enter the expence at full rate.  These are all the same expense category for me, Food Purchases...

Example of a Receipt photo for my small cafe.  

___________________________

-  Fruits $4.00  (non taxable)

-  Crackers $6.00  (taxable at 13%)

-  Sub Total $10.00

-  Tax $0.78

-  Grand Total $10.78

__________________________

-  After taking the photo, QBO matches the $10.78 to my Checking account entry for the same amount.

-  QBO offers to create an expense for the match

-  This is the problem spot.  QBO when offering to create the expense, it incorrectly calculates the HST on the whole $10.00 instead of only on the $6.00 item.

-  So I click Edit Receipt Details, and correctly adjust the tax, but when I click save, it reverts right back to the wrong amount.....

 

How do I avoid this?  I like the photo receipt matching, but I can't have it entering incorrect tax data every time this happens.

Thanks!

1 reply

J
JamesM
December 29, 2020

Hello DrFleury,

 

Good job on taking advantage of the powerful receipt feature offered in QuickBooks. The program is designed to help you bring the best out of your work through the various features and resources in QuickBooks. I know how important it is to maintain the correct tax amounts on your transactions and I'll be happy to help. 

 

In order to avoid the total from being automatically updated by QBO, I recommend setting the Amounts are field to Exclusive of tax versus Inclusive of tax. Doing this allows you to easily edit the tax amounts in the subtotals without the amounts being automatically reverted back to the incorrect amount. From here you can adjust the tax amounts in the subtotal without affecting other numbers. When the amounts are displayed as Inclusive of Tax, QBO automatically adjusts the line amounts when tax amounts are selected. 

 

Let me know if this info helps. If you'd like to see adjustments on this feature I'd recommend contacting our product developers by clicking the Gear icon and looking for Feedback. In case you need further assistance, don't hesitate to reach back to me in the comments below. I've got your back. If I don't hear back from you, I wish you a prosperous 2021! 

D
DrFleuryAuthor
December 29, 2020

Hi James

 

Thanks for the reply.  From the Receipts tab, the total automatically says Inclusive of Taxes. If I click edit the information there is no spot to change that. The only way I see what you’re saying too work is to accept the receipt knowing it incorrect, then finding the expense and fixing it from there. That is ridiculous!

how do I tell QBO from the Receipts tab that the expense I am entering might have a split tax rate?

D
DrFleuryAuthor
December 29, 2020

Here are a couple of screen grabs of what I mean.  The first screen is what I get after I've uploaded an image from my phone, It's made a match between the receipt and a bank transaction.  Good. But. the HST line is not correct, so I click Edit Receipt Details

 

 

Now in this tab I correctly enter the tax as it appears on the receipt, but QBO assumes the total is Inclusive and there is nowhere to change this.

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