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November 27, 2019
Question

Trying mobile app for Sales Estimate. Not vat registered. Cannot move on as it's demanding a tax rate in the box. Also, Products/Services that are inactive still showing

  • November 27, 2019
  • 1 reply
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1 reply

JasroV
November 27, 2019

Hi there, @lynda-ainsworth.

 

Let's make sure to select the No Vat in the TAX IS EXCLUSIVE field. This way, you'll be able to finish creating a sales estimate. Let me guide you how.

 

In your QuickBooks Online (QBO) Mobile App:

  1. Click the Menu (3 vertical lines) icon.
  2. Select Estimates and click Create estimate.
  3. Fill in the details.
  4. Click Add Line item.
  5. Select a Product/Services item.
  6. Select No Vat in the TAX IS EXCLUSIVE field. 

Once done, let's refresh your QBO app so that it will not show the inactive Product/Service item. That way, it'll sync any changes made in your QBO app. Here's how.

 

  1. Go to the Menu (3 vertical line) icon.
  2. Scroll up and select Help & Feedback section.
  3. Then click Refresh Data.

     

Then, in case you want to learn how to send a remittance advice to your suppliers, I've got you this great article for the details: How to Send Remittance Advice [Video].

 

If you have other concerns or questions, feel free to reach out to us. I'm always here to help.