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jack_eH
October 15, 2023
Question

Sales Tax

  • October 15, 2023
  • 1 reply
  • 0 views

I use an app called Jobber for scheduling clients. I've already synced the Jobber and Quicbooks together so that my Jobber invoices go into QuickBooks when they are created. In Jobber my invoices do NOT have sales tax (which is correct), but as soon as they integrate into Quickbooks sales tax is applied, which is incorrect. I can't 'turn off' my sales tax in Quickbooks because an error message comes up that since I've used it in the past, it won't turn that feature off. Does anyone have similar issues with other integrated applications?

1 reply

C
ChristieAnn 11
October 15, 2023

Welcome to the QuickBooks Community, jack_eH. 

 

Since Jobber is a third-party app that is connected with QuickBooks Online, I'll go over how the two products interact. Let me also route you to the right team to assist you further.

 

The downloaded data in QuickBooks is determined by the information provided by the Jobber. I recommend contacting the Jobber Support Team; they can provide thorough information on how their process works. They can also double the mapping of your entries so they can investigate the reason why Jobber invoices have sales tax applied when integrated into Quickbooks.

 

On the other hand, an error that indicates that you're unable to turn off the Sales tax in QuickBooks appears once there are transactions that are tied to a specific tax. To fix this, you’ll first need to delete the entries before turning off the said feature.

 

Here’s how:

 

  1. Sign in to your QuickBooks Online account, then go to the Reports menu.
  2. Search for and open the Sales Tax Liability Report.
  3. Set the Report period to All Dates. Then, all agencies and tax items are displayed on the report.
  4. Choose the Taxable Amount to open a report with all transactions that have global sales tax on them.

 

After that, you can open this article to see extra steps to be taken to finish the process: Turn off sales tax in QuickBooks Online. Then, start following the instructions after number five.

 

Lastly, you can refer to this article that'll help you further guidelines in effectively managing your business using QBO, you can open this article: Help guide for QuickBooks Online. It includes topics about advanced accounting, banking, and payments to name a few.

 

Get back to the thread if you have any other questions concerning your QuickBooks account. You can always count on me. Keep safe always, jack_eH.

J
jack_eHAuthor
October 24, 2023

I went through and deleted all my invoices with sales tax as instructed. I still can't turn off my sales tax feature. I called in about this and was advised to deactivate my reporting agency. She said that by doing that, my sales taxes wouldn't be in future invoices, even without turning it off. I am not sure if this will work, but I hope that it will! Thanks 

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