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January 5, 2022
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After a recent import products are not showing as taxable anymore

  • January 5, 2022
  • 1 reply
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Yesterday we did an import to update the quantity on hand for 270 products. Today, these same 270 products are no longer showing as taxable. Invoices are therefore incorrect and we are having to manually add the green checkmark within the invoice that contains any of these products.
The products still show as taxable (when you click to edit them) but you don't see the green checkmark on the Products/Services page.

Best answer by JasroV

Great job in importing your products, @userbeveragesunlimit.

 

I also appreciate you for sharing an update with us. To steer away from any issues in importing your product and services, You'll want to ensure you've map your imported files correctly and select Yes in the Taxable column. This way, it'll automatically show as taxable in your QuickBooks Online (QBO) account. I'll show you how.

 

  1. Go to the Gear icon, and select Import Data.
  2. Select Products and Services.
  3. Click Browse to upload the file from your computer. Choose the file, and then select Open.
  4. Select Next.
  5. Map your information, and select Next.
  6. If you see some cells highlighted in red, this means the cell is invalid. Check the cell in your spreadsheet and try importing again.
  7. Select Yes in the TAXABLE column to make the product/service taxable.
  8. Click Import.

 

 

On the other hand, you can adjust your stocks without importing them. You can refer to the steps outlined in this article for details: Adjust inventory quantity on hand in QuickBooks Online.

 

Furthermore, I'm adding this link that you can read for reference in seamlessly tracking your inventories: Set up and track your inventory in QuickBooks Online.

 

If you need more help with inventories or with your QBO account, you can always tag me in your reply. I'll be more than happy to help you anytime. Have a good one!

1 reply

January 5, 2022

Just to add something to this post...If we edit one of these products and simply save and close (without changing anything), the green checkmark appears again.  

JasroV
JasroVAnswer
January 5, 2022

Great job in importing your products, @userbeveragesunlimit.

 

I also appreciate you for sharing an update with us. To steer away from any issues in importing your product and services, You'll want to ensure you've map your imported files correctly and select Yes in the Taxable column. This way, it'll automatically show as taxable in your QuickBooks Online (QBO) account. I'll show you how.

 

  1. Go to the Gear icon, and select Import Data.
  2. Select Products and Services.
  3. Click Browse to upload the file from your computer. Choose the file, and then select Open.
  4. Select Next.
  5. Map your information, and select Next.
  6. If you see some cells highlighted in red, this means the cell is invalid. Check the cell in your spreadsheet and try importing again.
  7. Select Yes in the TAXABLE column to make the product/service taxable.
  8. Click Import.

 

 

On the other hand, you can adjust your stocks without importing them. You can refer to the steps outlined in this article for details: Adjust inventory quantity on hand in QuickBooks Online.

 

Furthermore, I'm adding this link that you can read for reference in seamlessly tracking your inventories: Set up and track your inventory in QuickBooks Online.

 

If you need more help with inventories or with your QBO account, you can always tag me in your reply. I'll be more than happy to help you anytime. Have a good one!

January 5, 2022

Thanks for the reply.  

If I only needed to update the quantity on hand, I still need to include on my excel import document  "taxable"?  I wasn't making any changes as to whether a product was taxable or not.  My excel document didn't have cost or sales price, yet those fields didn't erase from the product.