Skip to main content
D
davidmatyas
October 27, 2023
Question

Showing proper tax code, but not proper percent until I update it

  • October 27, 2023
  • 1 reply
  • 0 views

I imported using transaction pro a lot of invoices from my old copy of QB. The tax code imported properly, but I had not set the tax percentage before importing. I now went and set it. But the invoices are still showing 0%. I need to go the each invoice manually and reselect the tax type and that corrects it. Is there a way to bulk update it? I cant set everyone to that tax code, because some customers are exempt. So I just need the ones that are that tax code to have the invoices updated to show the correct percentage.

 

Thank you 

1 reply

S
SirielJeaB
October 27, 2023

We appreciate your continued participation in the Community forum, David. Thanks for sharing your detailed concern about the tax percentage in QuickBooks Desktop (QBDT).

 

The tax percentage you set up will take effect in your new transactions. Currently, the option to bulk update the tax percentage of invoices is unavailable. It would be best to submit a feature request to our software engineers. Rest assured, our engineers will carefully analyze the input received and consider including this functionality in future product upgrades.

 

To submit feedback:

 

  1. Select the Help option, then click on Send Feedback Online.
  2. Tap on Select the Product Suggestion. A pop-up window will appear.
  3. Enter your feedback suggestion.
  4. Hit the Send Feedback button. 

 

In the meantime, you need to change the tax type of your prior invoices individually.

 

You'll want to save this reference on keeping an accurate record of taxes and easily monitor and remit them to the appropriate tax collecting agency: Set up sales tax in QuickBooks Desktop.

 

If you have any further inquiries about handling invoices in QuickBooks, please don't hesitate to click the Reply button below or submit your questions in the Community section. Take care.

Terms & ConditionsAccessibility statement