QBO Keeps Changing my HST Line

Hello DrFleury,

Good job on taking advantage of the powerful receipt feature offered in QuickBooks. The program is designed to help you bring the best out of your work through the various features and resources in QuickBooks. I know how important it is to maintain the correct tax amounts on your transactions and I'll be happy to help. 

In order to avoid the total from being automatically updated by QBO, I recommend setting the Amounts are field to Exclusive of tax versus Inclusive of tax. Doing this allows you to easily edit the tax amounts in the subtotals without the amounts being automatically reverted back to the incorrect amount. From here you can adjust the tax amounts in the subtotal without affecting other numbers. When the amounts are displayed as Inclusive of Tax, QBO automatically adjusts the line amounts when tax amounts are selected. 

Let me know if this info helps. If you'd like to see adjustments on this feature I'd recommend contacting our product developers by clicking the Gear icon and looking for Feedback. In case you need further assistance, don't hesitate to reach back to me in the comments below. I've got your back. If I don't hear back from you, I wish you a prosperous 2021! 

Hi James

Thanks for the reply.  From the Receipts tab, the total automatically says Inclusive of Taxes. If I click edit the information there is no spot to change that. The only way I see what you’re saying too work is to accept the receipt knowing it incorrect, then finding the expense and fixing it from there. That is ridiculous!

how do I tell QBO from the Receipts tab that the expense I am entering might have a split tax rate?

Here are a couple of screen grabs of what I mean.  The first screen is what I get after I've uploaded an image from my phone, It's made a match between the receipt and a bank transaction.  Good. But. the HST line is not correct, so I click Edit Receipt Details

Now in this tab I correctly enter the tax as it appears on the receipt, but QBO assumes the total is Inclusive and there is nowhere to change this.

I see what you're saying. Since the default option on the receipt screen Inclusive of tax, I'd recommend manually editing the taxes as you have been doing already. I can see how this process can be time-consuming and I recommend sending this as feedback to our product developers. You can do this by clicking the Gear icon and looking for Feedback. New product improvements are based on the valuable feedback we get from users like you. Let me know if you have questions, I'm here to help. 

Thanks for the reply James.

Well that's incredibly disappointing.  The whole point of having the ability to create an expense from a scanned receipt, is exactly that, being able to create the expense!  I was led to believe this would save me reams of time in manual expense creation by simply taking a photo, and click click enter.  

This functionality appears to be nothing other than a scanned receipt option.  It's utterly useless to me like this.  What good is this function to people?

Are there any other users out there that might have some tips on a work-around to make this enter properly?  

I hear you on this. The feature allows you to seamlessly enter your receipts into your QuickBooks account. You'd still have to review and categorize your transactions to make sure they're recorded accurately. I encourage you to check out this helpful article with more info on how to: Capture and categorize expense receipts and bills in QuickBooks Online. I'll be one message away in case you need anything.