In my last account software I have an invoice which include shipping expense+ HST and GST/HAT payable together in one invoice. Is it possible do same in QB online ?

Hi again sh2295,

I can see you're still hard at work with getting familiar with QuickBooks Online, which is awesome. I love that you're diving right in to make sure that you're able to record your transactions as you need to for your books. Once again, I'm here to help.

Once you've turned on sales tax in QuickBooks Online and set up the sales tax codes you need, it's easy to add them to your transactions using the Sales Tax column. For more unique situations, it may take a little extra work, but it could still be possible to record the transactions in the software. Knowing a bit more about your transaction and its breakdown would be helpful for determining how you might go about recording it in QuickBooks Online. I'll highlight some details about recording basic transactions with shipping and sales tax.

To start, you mention shipping, which is a feature that can be turned on in your QuickBooks Online account settings following these steps.

1. Select the Gear icon.
2. Choose Account and settings.
3. Click the Sales tab.
4. Click the Sales form content section to edit.
5. Toggle the option for Shipping (Note: If you hover over the (?) icon beside it, it tells you this: "Adds shipping fields (date, tracking number, destination, subtotal) to sales forms. Related setting: Advanced > Chart of accounts > Shipping account").
6. Click Save, then Done.

The great thing about this feature is that it not only adds the field to enter the shipping amount, but it also allows you to assign a sales tax code specifically to the shipping charge. Here's an example of what that looks like on a customer invoice.

As you can see, I've got a sales tax code assigned to the main charge to the customer, and then I've also got one assigned to the shipping expense itself. I happened to use the same code, but you can use different sales tax codes as needed.

I see you've mentioned a code that reads GST/HAT. I'm thinking that may be a typo, however, if HAT is a specific custom code, that's something you can set up in the program as well. I've got an article here that can help you with setting up provincial, custom, and grouped sales tax codes in the program: How to set up a new sales tax code. Once a code is set up, it'll appear in the Sales Tax drop-down menus for you to assign to transactions and charges.

I'll leave you with that for now, but you're welcome to ask more questions about this. I'll make sure you have the information you're looking for.

For your reference, here are a couple of good resources for when you're just getting started with QuickBooks Online.

• Product Tutorials

• Product Webinars

Take care!