My Estimates show amounts including VAT on the 'Rate' column when printing or previewing, even when the 'Amnts Inculusive' box is unchecked. How do I turn this off? I am using QuickBooks Premier Accountant 2018.
The Rate info of your estimate will always show the amounts of your item's cost and VAT rate. Instead, the item's total exclusive of the VAT amount is indicated in the TOTAL column.
Here's an article you can read to learn more about creating an estimate: Create an Estimate in QuickBooks Desktop.
You can also read this helpful article in case you wanted to start tracking partial invoices: Set up and Send Progress Invoices in QuickBooks Desktop.
Fill me in if you have any other questions. Always around ready to assist you.
Thanks for providing us the screenshot and the in-depth details of this issue, Phesheya.
It's possible the estimate template is damaged causing to show the amounts including VAT on the Rate column. We can delete the estimate transaction you created and create a new template. Then, make it as a default one in QuickBooks.
Here's how to create a new template:
Then, make it the default to the copy of your template. Here's how:
Once done, recreate the estimate and ensure we choose the Non-Taxable Sales option in the Tax column.
To learn more about Sales Tax, please refer to this article: Set up sales tax in QuickBooks Desktop.
I'm just one reply away if you need a hand with running Sales Tax reports or any QuickBooks related. I'm glad to help.
Here's what I have tried to do to resolve the issue so far:
1. Created a new template
2. Imported a template from another company file
3. Updated QuickBooks to latest release
4. Run Verify Data and Rebuild Data
5. Checked the company file with QuickBooks File Doctor
All of the above haven't solved the problem. Please note that the issue is with Estimates only. Invoices and other forms show no problems.
We would be grateful if you can provide us with a screen shot of the whole page/estimate screen. In this instance it is advisable if you contact the telephone support line; 0808168 9537.
Thanks for the screenshot,
If you got to List > Templates
Edit the estimate template by double clicking
Go into Additional Customisation
Untick the print box for Rate> ok
Let us know how you get on.
I appreciate you coming back, @Ashleigh1.
Thanks for keeping us updated with the results of every troubleshooting steps you've taken so far. At this time, we can try creating an estimate using a sample file to check if you're having a problem with only one file and not the program itself. You can also open it from a different location to check if the problem might be coming from a damaged folder.
You can visit this article for available trail links: QuickBooks Test-Drives and Trial Links.
If the same thing happens, I suggest contacting our QuickBooks Care Support. This needs a thorough investigation which they can best handle using the special tools such as screen sharing.
Here are some steps to contact support:
You can always reach back to me if you have follow-up questions. I'm always happy to help. Wish you all the best of luck!
I can confirm that the program is working fine. As I mentioned in an earlier post, I have isolated the problem to the specific Company File. A sample file and a new company file I created for testing don't have the issue.