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Hi john75
Are you referring to when you are adding transactions from you banking/for review page of importing them using an Excel/.CSV spreadsheet?
Both I think. I'm trying to import from Excel our invoices for the last few months which are from our product which is a mixed supply, so no one vat rate is appropriate for these amounts. I believe I need to import the invoices without vat then do a vat only transaction to get the totals right. (Thanks to Jorge F for my online chat answer).
So I now think I can't indicate on any banking income transactions what the vat is - since QB only allows rates and not amounts.
Am I correct?
Thanks,
Hello @john75,
I can provide some clarification about assigning tax amounts on the CSV file for importing invoice transactions into QuickBooks.
Importing data or transaction into QuickBooks requires specific file formats and headers. The placement of these headers defines a field in the company file to prevent issues during the import.
It also serves as a command on what information is transferred into QuickBooks. While there isn't an option to assign a VAT amount during the import, you'll have to generate the percentage manually and add it to the spreadsheet.
To give you a quick peek of the import templates, check out this link: Import invoices in batches.
Please let me know if you have any other questions or need further assistance with QuickBooks. I'm here to lend you a hand anytime.
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