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wastapi
June 8, 2021
Question

Custom form style invoices not showing BOTH taxes applied.

  • June 8, 2021
  • 3 replies
  • 0 views

In Quebec Canada we have 2 taxes. GST and QST

Legally we need to show them BOTH on the invoice

 

I am importing a custom form style. https://app.qbo.intuit.com/app/formstyles

But in my field mapping I don't have tag assignation for both taxes. They only show as a total.

Which is NOT LEGAL in Canada

 

How do we fix this?

3 replies

N
Nick K
June 8, 2021

Hi wastapi,

 

Adding your own twist to an invoice is a great way to customize and personalize it. I'd be happy to help you with how to import a custom invoice form into your QuickBooks Online account.

 

Being able to import your own invoice templates is one of the ways QuickBooks Online lets you personalize the experience for both you and your customers. When adding a tax line to your custom template you just need to add the one line as it is meant to link with your Invoice in QuickBooks Online. Once that is done it'll pull whatever tax information is associated with the sales tax code you entered. For example if its just HST it will show the line for HST and the amount associated with it. If it's the sales tax code for Quebec and you have it set up correctly it'll show the QST balance and the GST balance on separate lines. If you're not sure if the sales tax is set up correctly you can follow the steps in this article on how to create sales tax codes.

 

If you have any questions please feel free to reach out to us and we'll be happy to help!

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Wasapi
June 8, 2021

Thanks for your return! My tax codes are all setup.

 

For my template: You mean adding taxes as an invoice line? This is not what I want. I want them in the summary, just like the standard invoice. See attached.

 

As you see in the summary there are 2 taxes.

 

But in the Import Style > Match your fields panel, I don't find to what I need to assign.

A
Alex M
June 9, 2021

Hi there wastapi,

 

I can clarify what was said in the last post. When it comes to importing custom form styles, there is one section for the tax totals to show up in the mapping process. Once you create the invoice, depending on if you select a group rate or a single tax the taxes will show up differently. if you select a group rate, the taxes should be showing one of each type and if you choose a single tax code, only that tax code will appear in that section.

 

If those taxes don't appear in that way when creating an invoice with the template you created, I recommend reaching out to the QuickBooks Online support team. they'll be able to view your template with you and provide you further troubleshooting steps. Here are the ways to reach out to them:

 

Phone: Call us from Monday to Friday between the hours of 9 AM and 8 PM EST.
Schedule a Callback or start a Chat: click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat. 
Social Media: Facebook, Twitter, and Instagram.

 

If you have any other questions, feel free to ask them here.

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Wasapi
June 9, 2021

please check the attached screenshot

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Nick K
June 9, 2021

Hi Wasapi,

 

I'd be happy to check the screenshot if you could post it directly to the page instead of a link. It's also recommended you cover any parts that may be sensitive information for your company.

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Wasapi
June 15, 2021

It's been multiple times that I attach a PNG but I get an error. So this is why I provided  the Dropbox URL to get the image. This is a simple PNG. Let me try with a JPG. If it works, the forum manager should really put a note on accepted formats!

 

I get this error when I upload a jpg

An Unexpected Error has occurred.
  • Your request failed. Please contact your system administrator and provide the date and time you received the error and this Exception ID: 1455ACD5.

 

 

A
Alex M
June 15, 2021

Hi there, 

 

Making sure that your invoices have the correct information is important. I can point you in the right direction.

 

For further troubleshooting regarding importing an invoice style, I recommend reaching out to the QuickBooks Online support team, as they'll be able to do a screen share with you to see the mapping steps you've taken as well as provide you with the best steps to get this resolved. You can reach them by using the ways provided earlier in the thread.

 

If you have any other questions, feel free to ask them here.

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