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Joanne92
December 3, 2022
Question

We are still having issues with quickbooks putting a shipping address on our invoices for sales tax purposes. Fix this? Or should I start looking for new software?

  • December 3, 2022
  • 1 reply
  • 0 views
We set up to use our location for sales tax purposes on invoices. I have also removed all shipping addresses from all our customers, but randomly quickbooks will just copy their billing address as their shipping address and put it on the invoice anyway. I need this fixed now! We have dealt with this for a long time and from my research so have many others and it obviously is not fixed still.

1 reply

K
Kevin_C
December 3, 2022

I hear your sentiments, @Joanne92.

 

QuickBooks Online (QBO) will default to the Company Address in your company settings to the Location of sale field in sales forms such as invoices, and the option to leave it blank is unavailable. 

 

I recognize the convenience of having a way to disable the automatic populating of the shipping address in the  Location of sale field when creating invoices in QBO. I also understand that you want to make some changes and improvements to QBO to meet your business needs.

 

While this option is unavailable, I suggest sending feedback or feature requests to our developers. You can submit them directly from your QBO account. Here's how:

 

  1. Go to the Gear icon at the top.
  2. Select Feedback.
  3. Type in your feedback and product suggestions.
  4. Click Next to submit them.

 

In case you need to check how much sales tax you owe, we can run the sales tax liability report to help make sure that everything is accurate before you file your return to your tax agency.

 

Please know that you're always welcome to post a reply in this thread if you have any other questions about your QBO account. I'll be here ready to assist you. Keep safe!

J
Joanne92Author
December 3, 2022

Our company address is set as our default for location of sale, but Quickbooks online isn't using it. Even if the customer has no shipping address loaded in their profile, quickbooks is still using their billing address for sales tax on the invoice. That is not how it is set up in our defaults. 

J
JamaicaA
December 3, 2022

I recognize the challenges you’ve encountered with the sales tax on your invoices, @Joanne92. I’ll be glad to share some workarounds and information about this issue.

 

You’ll want to review your customer's record to see if you haven't checked the Same as billing address. Let’s also make sure that you click the Save button upon updating their addresses on their profile.

 

If you’ve done this already and you still get the same result, you may be experiencing browser issues. Since you also mentioned that random addresses are assigned to shipping even without setting them up, let’s proceed to the troubleshooting steps. To start, use a private browser to access your QuickBooks account, as this doesn't retain cache files.

 

Use these keyboard shortcuts:

 

  • For Firefox, press Ctrl + Shift + P
  • For Chrome, press Ctrl + Shift + N
  • For Safari, press Command + Shift + N

 

If this works, you’ll need to clear your browser’s cache and cookies. This way, you can start with a clean slate. You can also switch to other browsers as alternatives.

 

I would like to take a look at your account and figure out what’s going on. However, we’re unable to do that in public spaces. With this, I’d recommend reaching out to our Support Team. They can pull up your account and investigate this issue further.

 

Here’s how:

 

  1. Go to the Help (?) icon.
  2. Select Search, then Contact Us.
  3. Enter your concern.
  4. Hit Continue.

 

Please know that our support hours start at 6:00 AM until 6:00 PM on weekdays and 6:00 AM until 3:00 PM PT on Saturdays.

 

In case you need to correct your sales tax, see this article for the detailed process: Create or delete a sales tax adjustment. You’ll learn about the account type, including the steps to add or remove an adjustment.

 

The links below will guide you through the process of running the sales tax liability report, recording sales tax payments, adding tax categories to your products and services, and other sales tax-related activities.

 

 

Don’t hold back to drop a comment below if you have any other questions or concerns about sales tax. I’d also love to hear how the call goes. Take care.

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