Custom form style invoices not showing BOTH taxes applied.

Hi wastapi,

Adding your own twist to an invoice is a great way to customize and personalize it. I'd be happy to help you with how to import a custom invoice form into your QuickBooks Online account.

Being able to import your own invoice templates is one of the ways QuickBooks Online lets you personalize the experience for both you and your customers. When adding a tax line to your custom template you just need to add the one line as it is meant to link with your Invoice in QuickBooks Online. Once that is done it'll pull whatever tax information is associated with the sales tax code you entered. For example if its just HST it will show the line for HST and the amount associated with it. If it's the sales tax code for Quebec and you have it set up correctly it'll show the QST balance and the GST balance on separate lines. If you're not sure if the sales tax is set up correctly you can follow the steps in this article on how to create sales tax codes.

If you have any questions please feel free to reach out to us and we'll be happy to help!

Thanks for your return! My tax codes are all setup.

For my template: You mean adding taxes as an invoice line? This is not what I want. I want them in the summary, just like the standard invoice. See attached.

As you see in the summary there are 2 taxes.

But in the Import Style > Match your fields panel, I don't find to what I need to assign.

Hi there wastapi,

I can clarify what was said in the last post. When it comes to importing custom form styles, there is one section for the tax totals to show up in the mapping process. Once you create the invoice, depending on if you select a group rate or a single tax the taxes will show up differently. if you select a group rate, the taxes should be showing one of each type and if you choose a single tax code, only that tax code will appear in that section.

If those taxes don't appear in that way when creating an invoice with the template you created, I recommend reaching out to the QuickBooks Online support team. they'll be able to view your template with you and provide you further troubleshooting steps. Here are the ways to reach out to them:

Phone: Call us from Monday to Friday between the hours of 9 AM and 8 PM EST.
Schedule a Callback or start a Chat: click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat. 
Social Media: Facebook, Twitter, and Instagram.

If you have any other questions, feel free to ask them here.

please check the attached screenshot

https://www.dropbox.com/s/a6xwggu0wc9p35l/Screen%20Shot%202021-06-09%20at%2008.14.07.png?dl=0

Hi Wasapi,

I'd be happy to check the screenshot if you could post it directly to the page instead of a link. It's also recommended you cover any parts that may be sensitive information for your company.

It's been multiple times that I attach a PNG but I get an error. So this is why I provided  the Dropbox URL to get the image. This is a simple PNG. Let me try with a JPG. If it works, the forum manager should really put a note on accepted formats!

I get this error when I upload a jpg

• Your request failed. Please contact your system administrator and provide the date and time you received the error and this Exception ID: 1455ACD5.

Hi there, 

Making sure that your invoices have the correct information is important. I can point you in the right direction.

For further troubleshooting regarding importing an invoice style, I recommend reaching out to the QuickBooks Online support team, as they'll be able to do a screen share with you to see the mapping steps you've taken as well as provide you with the best steps to get this resolved. You can reach them by using the ways provided earlier in the thread.

If you have any other questions, feel free to ask them here.

> Making sure that your invoices have the correct invoice is important. I can point you in the right direction

What do you mean "invoices have the correct invoice"?

1-When I did a screen-share with support, the clerk did not understand as there were not able to see my Word document (the QB Screen sharing only shares the browser window, not the entire screen). And you politics are bound not to open any link to where I could show them the file. There is that fear oof virus that makes the support almost unbearable.

2-They did not understand the issue neither, because it seems they did not understand anything about those templates and even less about Canadian taxes have TWO entries.

If you could TEST ON YOUR END for these taxes and remit a document that will display both taxes in the summary, then send me the word doc to prove it is working on my end, this would be appropriate support here. Because I feel we'll do so much ping pong that will end up in abandonment.

Awaiting your support and reply on this Thanks!

PS: HEre is my invoice template

https://docs.google.com/document/d/12WCNCf7m5rVCBEyF2QHhPWLnhOGs-x2-ZUMy-kAOGT8/edit?usp=sharing

Thanks for reaching out again Wasapi. The invoice template you've sent is not something I can examine further with you due to it being accessed through a link. We are not able to do testing with your file through Community as this a public forum. In order to get any further troubleshooting steps, you would need to reach out to the support team. They can verify your account information to be able to view the settings within your QuickBooks account, the file itself as well as the mapping process you've used during the import to determine what's preventing you from uploading this fine in your QuickBooks Online account. Please reach out to them using the information I've provided you earlier to do some testing with your company and your file.

Here is a PDF version.

Can you believe it? Support do not want to receive my template file and test it.... so they cannot troubleshoot it.

Also, they cannot view it on screen because all they can see is the QBO interface.

How the hell am I to get support on a file if I cannot transmit the file to support!?

Hello again, Wasapi,

I appreciate that you've spent a lot of time on this already both here in Community and with our support team. I'd like to offer some further insight to get you on track with this. Although the option to import custom invoice styles is in beta, I have seen it work for many users, and I'm hopeful I can get it working for you as well.

One key thing that I see missing from the conversation so far is explaining how this form interacts with the program. From the attachments you've included of the Word file with the mapped tags, it appears to me that they are okay and should work. Given that, I'm thinking that it's this missing piece of the conversation that we need to address.

When you import custom form styles into QuickBooks Online, the program uses the Standard form style from Custom form styles as its base. It does this so it understands how to compare the mapping provided to the fields they'll be pulling from in QuickBooks Online. One of the key areas here when you want an imported style to have the sales tax broken down in the summary is to make sure you have the Tax Summary section of the Standard form style configured. Here's how to do it.

1. In Custom form styles, select Edit for the Standard form.
2. Click Content.
3. Select the bottom portion of the preview on the right.
4. Check off the Tax summary field under the Display heading.
5. Click Done to save.

Once you've completed this step, check out your custom style again and see if you've now got the sales tax breakdown in you form. If not, it could be because the beta feature isn't quite working for you, at which point it would be good to submit feedback about it to our product development team using these steps: How do I submit feedback? Feedback is particularly important for features like this. If you'd like to know when new features are released, including beta features that are released in full, check out and bookmark our QuickBooks Online Feature and Product Updates page.

If you would like to give support one last try, I encourage you to reach out using one of the social media options. This gets you in touch with me and my team, and we can then have a private conversation about this and have a way where you can send the document to us to take a closer look at.

I'll be around if you had further questions or concerns.

@LauraAB 

In the standard form the GST and QST taxes are SPLIT in the invoice summary.

SUBTOTAL         $675.00
HST @ 10.0%     $113.00
GST @ 5.0%       $105.00
TOTAL                 $893.00

QUESTION: How do I achieve the same in my own imported style?

PS: Please TRY it on your end before suggesting a solution. As I have tried MANY ways and have followed all articles. All I achieve to get is a tax total in the invoice summary.

Hi Wasapi. Glad to hear from you again. I can see the benefit of having the flexibility you've described when dealing with your imported styles. Since what you're looking to accomplish isn't available in the program, I'd suggest sending feedback about this to our engineers. You can do this by clicking the Gear icon and looking for Feedback. New product improvements are largely based on the valuable feedback we get from users like you. 

@JamesM4, read up my thread, it was clear from the start. BUT: All employee tells me they understand it is important that this works for me. And then guide me into the easy answer. It all shows the amount of effort to eventually reach a confession that the product is underdeveloped, buggy and misleading in so many aspects.

I have sent this "feature" request months ago. Although it is just a bug. Never received ANY reply, any feedback and this has not changed.

I manage a team of app developers. I am also a UX professional. There are multiple UX problems in this system, many misleading forms that let you think that you are editing something local, while in fact it is global. Many incongruities.

But there is an obscurantism WALL between users and developper. Our feature request never reach any list I am sure. There should be some kind of collective way to push toward resolutions. Or maybe some profiles marked as idea leaders in the community.... this could help the product move forward. WE are the users!

I can list tons of problems that if fixed would greatly reduce support staff time on mediocre issues resolution and concentrate in elevating the user experience to raise sales and gain market. But really no one listens.

If YOU know someone in the hierarchy open to such comment, I recommend you point it up and ask them to contact me, or any other users that bring up so obvious issues and flaws.

QBO has a great base really, but those elements are just irritating. 

@Wasapi, a year and a half later... but I figured it out!!!

I created 3 separate tables:

The taxes for Canada (or whenever using more than one) become a "Table Field". This means they must to be in their own table (like activity/description/qty/amount) and with a couple of empty rows. Reference: https://quickbooks.intuit.com/learn-support/en-us/reports-and-accounting/importing-custom-invoice-te...

In the design, I "cheated" by making the size font between each table, only 1pt. By doing so, the data looks nice and tight together.

Also, there is no need to activate the Tax Summary on the Standard form, as it was suggested in this thread.

Hey @JAZ_ROD 

I am in the same predicament that you were in!

This is what I have entered, a table just like yours (3 separate tables)

but when I submit it on QBO, it disappears and does not show any of the tax information I need, only shows:

Do I have to change something in the settings somewhere?

Would you mind showing me your format, as well as how QBO converts it on your actual invoices?

Thanks a bunch, I would really appreciate the help as I can't seem to find answers anywhere else

Thank you