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shaq3
Level 1

Hi, How do I make taxes inclusive on my quickbooks mobile app I have managed to do it on the online site but it hasn’t translated to the mobile app

 
8 REPLIES 8
MirriamM
Moderator

Hi, How do I make taxes inclusive on my quickbooks mobile app I have managed to do it on the online site but it hasn’t translated to the mobile app

Hi there, @shaq3.

 

If you're trying to create an invoice with Inclusive tax in QuickBooks Online mobile app, you can do it by clicking the Tax Is section. You can choose either the tax is Excluded from amounts or Included in amounts.

 

You can take a look at the below screenshot for your visual reference. 

 

For more information about using QBO mobile app, see this article: QuickBooks Online app overview.

 

For reference, here's a link that you can check for your future tasks: Receive an invoice payment using the QuickBooks Online app.

 

Feel free to leave a reply if you need more help with this. I'm here for you. Have a great day.

 

shaq3
Level 1

Hi, How do I make taxes inclusive on my quickbooks mobile app I have managed to do it on the online site but it hasn’t translated to the mobile app

Hi,

 

thanks for your help. How do I set the default to inclusive of taxes as currently my default is exclusive (see below)

Ashleigh1
QuickBooks Team

Hi, How do I make taxes inclusive on my quickbooks mobile app I have managed to do it on the online site but it hasn’t translated to the mobile app

Hello Shaq3, thanks for coming back to us here, so the way to set it as a default is you need to go to the main cog wheel>account and settings>advanced>accounting>click on default tax rate selection- change this from exclusive to inclusive>click on save and done

shaq3
Level 1

Hi, How do I make taxes inclusive on my quickbooks mobile app I have managed to do it on the online site but it hasn’t translated to the mobile app

Hi Ashleigh,

 

Thanks, I did that, and it works for my online quickbooks, however it doesn't work for my quickbooks mobile app.

 

Exclusive is still the default on my mobile app

JasroV
QuickBooks Team

Hi, How do I make taxes inclusive on my quickbooks mobile app I have managed to do it on the online site but it hasn’t translated to the mobile app

I appreciate you for going through the steps shared by my colleague above, @shaq3.

 

I’m here to share with you some details on how we can get around this issue. Let’s clear the app data of your QuickBooks Online (QBO) Mobile App. Let me show you how.

 

For android:

 

  1. Go to the More Options.
  2. Select Settings.
  3. Click Refresh Data.
  4. Then choose Yes.

 

For IOS:

 

  1. Go to the Menu ☰.
  2. Select Help & Feedback.
  3. Click Refresh Data
  4. Then select Refresh.

 

You can also refer to this article for more details and additional troubleshooting steps: Troubleshooting Quick-Start Guide for the QuickBooks Online app.

 

Once all is set, you can send and receive invoice payment from your QBO app.

 

In case you have other concerns managing your invoices and taxes, tag me in your reply and I’ll be around to help you. Have a good one and keep safe!

shaq3
Level 1

Hi, How do I make taxes inclusive on my quickbooks mobile app I have managed to do it on the online site but it hasn’t translated to the mobile app

Hi @JasroV 

 

Thanks for the suggestion. I just tried that, I also tried to delete and reinstall the app and still no luck!

 

It's quite frustrating! I'll attach a screenshot from my phone to demonstrate what I am talking about.

 

the price is £8.50 per item so 2 x item should be £17. however, because tax is exclusive it does the exclusive price of £7.08 x 2 and adds 20% tax on to that which makes it £16.99

 

This is frustrating when the quantities are much higher and customers are sending odd numbers like £67.96 to my bank instead of £68

 

I've managed to make inclusive on the website version but it doesnt translate to my phone app version and I dont know what to do

MarsStephanieL
QuickBooks Team

Hi, How do I make taxes inclusive on my quickbooks mobile app I have managed to do it on the online site but it hasn’t translated to the mobile app

Hello, @shaq3.

 

I can see how this affects your daily sales transactions. I appreciate the things you've done to fix this. I'd like to know if you've checked also checked this specific inventory item's sales price. If the rate is incorrect, you can change it to  £8.50. However, if it's correct, I'd recommend contacting our Customer Care team and let them know about the troubleshooting methods you've done. They have the tools to check further about this issue.

 

Here's how to get in touch with one of our support agents:

 

  1. Log in to your QuickBooks Online account using a browser.
  2. Go to ? Help and enter your concern such as "Tax is deducting automatically on each quantity using QBO App (share the troubleshooting methods you've performed)."
  3. Input "I need to speak to a human" and click Contact a human.
  4. Select Live Chat/ Call me back.
  5. Choose either chat or callback.
  6. Enter your details and submit.

You may also consider checking the support hours to know the best time to contact our support team at your convenience.

 

I've added this article for your future tasks using QuickBooks Online App: Mobile in-product help topics and FAQs.

 

I'll be always around to assist you if you have other questions. Let me know by leaving a comment below. Take care.

emmam6
Moderator

Hi, How do I make taxes inclusive on my quickbooks mobile app I have managed to do it on the online site but it hasn’t translated to the mobile app

Hello Community Users! Just wanted to add some clarification to this thread. There was an issue where accounts with exclusive tax set as default on the browser version of Quickbooks were seeing inclusive of tax as being the default on the app version of Quicksbooks and vis versa. This was picked up by our product engineers and should show the same default in the app as in the browser.

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