tax edit

Sanhey · ‎September 05, 2023

With our business, taxes are not always applied to all lines on an invoice. When I enter the invoice, I see there is an 'edit' button beside the tax amount. This button for me is greyed out. Where do I change that? I've tried entering the lines on the invoice separately, and leaving off the tax, but I always get the pop up that the invoice isn't in balance. I'm pretty new to QuickBooks. Is there a way that I can set my program so I always just put in the tax that I see on the Invoice??? I'm relatively new to QuickBooks

Help please.

Trish_T · ‎September 05, 2023

Hi Sanhey,

Welcome to Community! QuickBooks Desktop enables you to apply sales tax to your forms effortlessly. I'd be happy to help!

When you set up your sales tax rates, you can set them as default to your products and services. This is a valuable time saver when creating forms. Here's a helpful guide for your reference. Should you require additional assistance, please don't hesitate to contact us. Your time is valuable and we would enjoy the opportunity to work with you personally, and ensure you're able to accomplish your QuickBooks goals without delay!

Feel free to reach back out with other questions. We'd be glad to assist!

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