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ses-sr91-gmail-c
Level 1

How to add to add tax to invoice on mobile version

I am on my phone/ tablet and when I create an invoice the sales tax does not get added and I can't seem to add it. Where do you change this on mobile

1 Comment 1
IrishA
QuickBooks Team

How to add to add tax to invoice on mobile version

To accurately apply sales tax to your invoices, we'll need to select your products and services, Ses.
 

To start, ensure that you've already add your Sales Tax. If you haven't yet, you can also refer to the Manage sales tax section in this article to learn how to add your Sales Tax in your QuickBooks mobile app: Edit an invoice payment using the QuickBooks Online app.


To help you apply sales tax to your invoice, here are the steps to guide you through the process:
 

  1. Open the Invoice and select Customer.
  2. Scroll to the Product and Services section.
  3. Tap the item you want to apply tax to.
  4. Select the appropriate Tax Rate from the list.
  5. Tap Save to apply the changes.


If you are unable to find the Sales Taxes section or if the feature does not appear to be functioning correctly, it will be helpful to ensure that your app is updated. Here’s how to do it on different mobile operating systems.

For iOS:
 

  1. Go to Settings, then tap General.
  2. Tap iPhone Storage, then tap the QuickBooks Online app.
  3. Tap Offload App.
    Note: This will free up the storage without deleting your app's documents and data.
     

For Android:

 

  1. Go to Menu ☰, then tap More Options ⋮.
  2. Tap Settings, then Refresh Data.
  3. Tap YES to confirm.

 

Moreover, you can check this article to view your financial reports give you a snapshot of your business: Run a report in QuickBooks Online.

The Community forum is always available to help with any questions you may have whether it's about managing sales tax or any questions related to QuickBooks. Feel free to leave your comment below. We will be happy to assist you!

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