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daharding-hardin
November 28, 2022
Question

I want to turn off sales tax, so I can use the batch invoice feature again. How can I do that?

  • November 28, 2022
  • 2 replies
  • 0 views
I used to be able to do that before QB added the new sales tax tab. I'd rather turn back to the old version so I can batch invoice again.

2 replies

A
AileneA
November 29, 2022

Hello, daharding-hardin. 

 

Sadly, we're unable to turn back off the automated sales tax once you activate it and go back to the old version in QBO.  

 

To learn how QuickBooks automatically calculates the total tax rate, you can refer to this article for detailed information: Set up and use automated sales tax in QuickBooks Online. It also contains instructions on how you can file your sales tax return with QBO.

 

But Good news is, If you're using a QuickBooks Online Advanced, you have the option to batch the transactions and mark-check the tax column. This help save time by sending the multiple invoice to multiple customers. 

 

Here's how: 

 

  1. Choose + New.
  2. Select Batch transactions.
  3. In the Select transaction type ▼ dropdown, tap Invoices.
  4. Click any of the fields on line 1 to start. This is your first invoice.
  5. Enter info into the fields. These are the same fields you see on a regular form.
  6. Tip: In the Product/Service field, select the + to add multiple products and services to that invoice. Or, select More options, then New line item.  
  7. Select line 2 to add a new invoice. To delete an invoice, select More options, then Delete invoice.
  8. Enter as many invoices as you need in separate lines.
  9. Press Save.

  

 

For more details about multiple invoices, please check this link: Create and send multiple invoices in QuickBooks Online Advanced.

 

Should you have other questions about Automated Sales Tax in QuickBooks Online, don't hesitate to drop a reply below.

D
daharding-hardinAuthor
November 29, 2022

What if I cancel my QB subscription, download all my data, and resubscribe as a new subscriber. Then, if I don’t pick the sale tax feature, I would be able to batch import invoices again. Right?

M
Maybelle_S
November 29, 2022

Thanks for coming back to us, @daharding-hardin.

 

Yes, we can batch import invoices in QuickBooks Online (QBO) Plus and Advanced versions. Let's first make sure that your CSV file has the correct format.

 

Your CSV file must include columns for Invoice Number, Customer, Invoice Date, Due Date, and Item Amount.

 

Here's how to import:

 

  1. Go to the Gear icon.
  2. Under Tools, choose Import data.
  3. Select the Invoices button.
  4. From the Import Invoices window, click the Browse button.
  5. Locate your Invoice CSV file, then click Next.
  6. Map your column headings, then click Next.
  7. Follow the on-screen instruction to complete the import process.

 

If you're already using the Advanced version, you can still create invoices in batches even if the sales tax is turned on. You can check this link for more details: Create and send multiple invoices.

 

You may check out this article to answer the most frequently asked questions about importing data to QBO: Common questions about importing data to QuickBooks Online.

 

Let me know how it goes by leaving a reply below. I want to make sure you're able to import your invoices by batch. I'll be around to help if you need further assistance.

R
RSGTT
February 16, 2025

WHy does the "Help" information still suggest that you can turn off sales tax collection and then be able to import invoices. The comment here appears to be over two years old. That should be plenty of time to get the "Help" information updated. Just one more way to be frustrated with Intuit.

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