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How to Apply New Sales Tax rate to Existing Sales Orders in QuickBooks Point of Sale

Scenario: When you change the rate for a Sales Tax Item in Point of Sale (POS), the new sales tax rate does not apply to any existing Customer Orders or Sales Receipts in POS.  However, the new sales transactions will reflect the updated sales tax rate.

 

If you’ve ever come across this scenario in QuickBooks Point of Sale, here are recommended steps to resolve this.

 

Solution: There are two options to update a previously entered Customer Order or Sales Receipt to the updated sales tax rate.

 

Note: Consider making a back-up prior to completing the steps below, especially if you have multiple transactions to fix.

 

Option 1

  1. Locate and delete the previously entered transaction.
  2. Re-enter the transaction to include the updated sales tax rate.
  3. Select Save.

Option 2

  1. Open the previously entered transaction.
  2. Remove each item from the transaction.
  3. Add the items back to the transaction.
  4. Select Save.estimate_tax.png

     

Best answer 06-14-2019

Accepted Solutions
Moderator

Re: How to Apply New Sales Tax rate to Existing Sales Orders in QuickBooks Point of Sale

This is QuickBooks’ recommended solution for this scenario.  

 

Editor’s Note: Title changed from “New sales tax rate does not apply to existing sales orders in Point of Sale” to “How to Apply New Sales Tax rate to Existing Sales Orders in QuickBooks Point of Sale” on 6/10/19.  ” 

 

 

1 Comment
Moderator

Re: How to Apply New Sales Tax rate to Existing Sales Orders in QuickBooks Point of Sale

This is QuickBooks’ recommended solution for this scenario.  

 

Editor’s Note: Title changed from “New sales tax rate does not apply to existing sales orders in Point of Sale” to “How to Apply New Sales Tax rate to Existing Sales Orders in QuickBooks Point of Sale” on 6/10/19.  ”