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C
caldex-incorpora
March 18, 2024
Question

Phone app Android: when setting up a new customer there is not an option for tax "based on location"When using the web site there is an option under additional info

  • March 18, 2024
  • 1 reply
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1 reply

C
caldex-incorporaAuthor
March 18, 2024

Additionally if I invoice from a browser it pulls based on location. If I invoice from the app it only has a few options that almost look to be pulling from a manual database of sales taxes. 

L
LollyNino_C
March 18, 2024

It's my pleasure to welcome you to the Community forum, @caldex-incorpora. I recognize the importance of the option based on location when setting up a new customer in your QuickBooks Online mobile app.

 

The QuickBooks Online mobile application currently has no option for setting up a new customer for tax based on location. It would be beneficial to have this feature added to the app's current functionalities. For now, you can consider running your payroll using a web browser.

 

Therefore, I recommend sending your suggestions directly to our Product Development Team. They might consider your ideas and include these in future updates to improve customer experience.

 

If you're using an Android, here's how you can do it from the invoice page:

 

  1. In the QBO mobile app, click on Menu.
  2. Choose and open an invoice, then tap the three-dot icon.    
  3. Select Feedback, then enter your product improvement ideas or concerns.
  4. Tap Send Feedback to submit.

 

If you're using an iOS device, please proceed to these steps:

 

  1. Head to the Menu icon.
  2. Choose the All tab.
  3. Select the Request a feature option.
  4. Enter your product improvement ideas or concerns.

 

Alternatively, you can use your mobile device's browser to submit feedback easily. See the steps in this article: How do I submit feedback?

 

If you want to keep up with the progress of your request, you may check out our Customer Feedback page.

 

In addition, you can also check out this article for more details about the features available in the QBO mobile app: Compare mobile app features.

 

Moreover, check out this article to personalize your invoices and change things like your logo and default message using your QBO mobile app: Customize invoices on the QuickBooks Online mobile app. Otherwise, utilize QBO on the web if you need to customize other sales forms.

 

Lastly, I am including the following guides to help you manage your reports in QBO:

 

 

Feel free to click the Reply button to update us when you've additional questions about managing your taxes or other related concerns in the QuickBooks Online app. We're always willing to offer further assistance.

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