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communityoil
August 18, 2020
Question

Using a Recurring Transaction (Bill) how can I set the item VAT rate. Somehow it has been working at the correct VAT rate, now showing error note. Sometimes need 2 rates

  • August 18, 2020
  • 1 reply
  • 0 views
There is no place to set VAT rate and sometimes I need 2 lines with different rates. Previously it all seemed to work automatically and produce VAT amounts from VAT inclusive input figures. Now it no longer does.

1 reply

MaryLandT
MaryLandT
August 18, 2020

I'm here to help fix the issue on your recurring transaction, communityoil.

 

The data on this bill is maybe damage, and that's why you've experienced this unusual behavior. You can delete and re-create the recurring bill template to isolate the issue.

 

To delete the template:

  1. Go to Settings ⚙.
  2. Under Lists, select Recurring Transactions.
  3. Locate the bill, click the arrow under Action, and choose Delete.

To create a new recurring bill:

  1. Go to Settings ⚙.
  2. Under Lists, select Recurring Transactions.
  3. Click New.
  4. Select Bill from the Transaction Type drop-down list, then click OK.
  5. Enter a Template name.
  6. Choose a Type: Scheduled, Unscheduled, or Reminder.
  7. Complete the fields in Category or Item details section.
  8. Set up the correct VAT rate for this entry.
  9. Click Save Template.

If the same issue persists, it could be a browser-related issue. I recommend deleting the browser's cache and Intuit-specific cookies. This helps refresh website preferences that might be causing problems when you use QuickBooks.

 

Also, would it be okay if you can provide a screenshot of the error note @communityoil? This will help me check what's exactly is going on to the recurring bill.

 

Check out this page: Create recurring transactions in QuickBooks Online for more details.

 

Let me know this goes by clicking the Reply button below. I'm always around whenever you need additional information.

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