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howellsroofing
Level 1

Can you default to GST in invoices? It is default in the chart of accounts, but every time I create an invoice I have to select to add GST.

 
1 Comment 1
RenjolynC
QuickBooks Team

Can you default to GST in invoices? It is default in the chart of accounts, but every time I create an invoice I have to select to add GST.

Hi howellsroofing,

 

Currently, making a GST code default to an invoice is unavailable. You can, however, create a recurring transaction template. This is used for tasks that are repeated often.

 

Here are the steps:

  1. Click the Gear icon located in the upper right-hand corner.
  2. Under Lists, click Recurring Transactions.
  3. Click the New button beside Reminder List.
  4. Choose Invoice from the Transaction Type drop-down menu.
  5. Click OK.
  6. Enter the Template Name, and choose the Type (Scheduled, Reminder, or Unscheduled).
  7. Choose the Product/Service, enter the amount and select the GST.
  8. Click Save Template.

For more information about GST and recurring templates, you can check these articles: 

If there's anything else you need help with QuickBooks, please let us know. Thanks.