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May 12, 2024
Question

Some customers are taxable. some customers are non taxable. you have removed the ability to turn tax on. I have to create two items for the SAME service pointless update

  • May 12, 2024
  • 1 reply
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some of my customers are taxable. some of my customers are non taxable.  you have removed the ability to turn tax on. now I have to create two items for the SAME service.  pointless update.  thank you for taking away functionality.  

1 reply

May 12, 2024

Hello there, melvin1. It's indeed essential to collect taxes when necessary. I'll ensure you can collect sales taxes seamlessly when creating customer transactions in QuickBooks Online.

 

Adding two items for the same service for taxable and non-taxable customers with different tax statuses isn't necessary. You can set up both item and customer as taxable or non-taxable and decide to collect taxes when creating transactions by selecting the Tax field.

 

Here's how to collect taxes when creating customer transactions:

 

  1. From the +New button, choose Invoice or Sales receipt.
  2. Select the Customer and fill in the remaining field.
  3. Choose a Product or service on the appropriate dropdown and enter the QtyRate, and Amount if necessary.
  4. Tick the Tax field to collect sales tax for this transaction.
  5. Determine how you would like to save the entry.

 

On the other hand, you can scan this material for guidance on modifying your sales forms to enhance business communication: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

However, once you're ready to collect customer payments, you can refer to this resource for the detailed steps: Record invoice payments in QuickBooks Online.

 

You can add a Reply to this post if you have questions or clarifications when collecting sales taxes or other related concerns in QuickBooks Online. We're here to help.