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Smiley3
Level 1

Is there any way for QBO not to change the GST value every time when adding the tax code?

I have a client that does their own receipt scanning and coding from the 'Receipt's feature in QBO. They purchase a lot of grocery items, as they operate a food services business. Therefore most items are GST exempt. However, there is the off time when there is GST. When reviewing the scanned receipts, QBO does pick up the actual GST, but then when we set the default tax code, the value changes. It would be even more time consuming for my client to split the transaction.

1 Comment 1
JamesDuanT
Moderator

Is there any way for QBO not to change the GST value every time when adding the tax code?

Currently, QuickBooks Online can automatically recognise the details from the scanned receipts, specifically the GST information, Smiley3.

 

If you modify the tax code after scanning the receipt, QuickBooks Online will not retain the originally scanned tax code and its corresponding value. We can change it after the process.

 

First, we can save the scanned receipt. Then, we can go to your register and edit the transaction.

 

  1. Click Transactions on the left menu and select Chart of Accounts.
  2. Look for the affected account and click View register.
  3. Edit the transaction and apply the correct tax code.
  4. Save the changes.

 

After that, you can already reconcile the account and close your books.

 

Let me know if you need anything else so we can assist you further.

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