Split Transaction using the Bill forwarding email function

Ascot Promotions · ‎February 20, 2023

I'm trying to set up the Bill forwarding email feature to reduce manual inputting of supplier invoices / bills.

Lots of our supplier invoices have split VAT rates, (20% on Adults Clothing, 0% on Childrens Clothing).

The Bill forwarding email feature doesn't appear to pick up on this and simply pulls out the Gross total and works backwards to calculate a VAT figure, meaning VAT is charged on the whole invoice. There are some things you can tweak on the "review" page, but it doesn't offer a split transaction with different VAT rates.

As far I can see, the only work-around is to confirm the selected invoice "as is" and then manually find said invoice under the chosen supplier and edit it that way to add the split.

Has anyone else experienced this? Or is there a better way of doing it?

Thanks in advance

Joe

DivinaMercy_N · ‎February 20, 2023

Hello there, I want to ensure this will be taken care of.

I appreciate you sharing your insights about the bill-forwarding email function of QuickBooks Online (QBO).

The option to split transactions with different VAT rates on the For review page is currently unavailable. In the meantime, you can use the workaround you've mentioned above.

I know how this feature will be beneficial to your business. We'd love to hear more of your insights regarding this so I recommend sending feedback to our product developers. This way, they can further review this functionality and consider enhancing it in future updates. Please refer to the steps below:

In your QBO account, navigate to the Gear icon.
Next, select the Feedback option.
From there, enter the details of your product comments, suggestions, and requests.
Then, click Next to submit.

For reference, please check this article: Email receipts and bills to QuickBooks Online.

Once the receipts are in, your next step is to review and categorise them in QBO.

I'm always here in the Community if you have additional concerns about the forwarding email receipts function. Have a good one and stay safe.

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