VAT

Thanks for adding a screenshot, Michael. I understand how critical it is for you to resolve this matter quickly, and I'm here to help make that happen. Let's work together, so you can add a VAT rate for your bank transactions.

I replicated your concern on my end. I successfully selected the appropriate VAT after the rates appeared. Please see the attached screenshot for visual reference.
 

In your case, let's perform basic troubleshooting procedures to fix the issue so you can proceed with categorising your bank transactions. An accumulation of historical data can lead to unexpected behaviors. 

To begin, open your account and attempt to choose a VAT for your bank transactions, using an incognito window to eliminate the possibility of a webpage issue.

You can do this by using the following keyboard shortcuts:

• Google Chrome and Microsoft Edge: Ctrl+ Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Safari: Command + Option + P
   

Return to your regular browser once you can successfully select your preferred rate. Then, clear your cache to start afresh. Alternatively, consider switching to other supported browsers installed on your system.

Moreover, I'm adding these resources on various VAT codes, rates, and guides for effective transaction management:

• VAT codes in QuickBooks Online: A complete guide.
• VAT Detail Report.
• Learn the reconciliation workflow in QuickBooks.

Please let me know the outcome once you've completed the troubleshooting steps. I'm here to make sure you're taken care of, Michael. 

ShyMae

Testing incognito worked. I have then cleared my Cache completely, and the problem has been resolved. 

Browser used is Google Chrome on Windows 11.

Thanks for your help.

Michael

You're always welcome, Michael_777.

I'm glad that your concern about adding a VAT rate to your bank transactions was addressed by my colleague above.

Please know that it's always our top priority to respond to your queries promptly to get you back to business seamlessly. You can be confident that we'll remain committed to providing the highest level of support.

In addition, I'm also adding this handy article about the VAT detail report you can run on the basis you have chosen in your VAT settings: VAT Detail Report.

I'm still all ears if you have other concerns with bank transactions. I'd be glad to assist you. Take care always. 

Hi, Just wanted to advise that this is still an issue. 

We use QBO Online Accountant. If I access the QBO Online client via QBO Accountant I get the same issue and cannot select the VAT from the dropdown.

If however if I log directly into the QBO Online client I do not have an issue. 

I have tested this on Microsoft EDGE and Google Chrome and the issue is the same. 

Regards Michael

Refer attached document for screen shots. 

(PS I am a Bookkeeper in Australia using QBO Online in Australia and the UK and no such issue exists for QBO Online in Australia. I use both MS Edge and Google Chrome using the same browsers)

I can see the significance of assigning VAT rates in the convenience of your QuickBooks Online Accountant, @michael-m.

If you have already performed the steps provided by my peer, ShyMae, it's best to contact our Technical Support Team. Our phone support has the capability to check your account via a shared screen to determine the leading cause of why VAT is unavailable from the dropdown. They can also initiate a further investigation if needed. 

You can follow the steps below to get in touch with them:

1. Sign in to your QuickBooks Online account.
2. Click the Help button.
3. In the QuickBooks Assistance chat box, select Talk to a Human or tap the Contact Us button at the bottom.
4. Then, type in your reason for contacting us in the What can we help you with? Box and click Continue.
5. From there, choose a way to connect with us: Chat with us, get a Callback, or call our support line directly by getting our Phone number.

Additionally, refer to this article for other options when contacting them. You can scroll down to the bottom to find their phone number, support schedule, and the hours to contact them at your convenience: QuickBooks Support.

In the meantime, we can switch to your client's company file to assign VAT rates to their transactions. The complete guidelines are outlined in this article: How to switch between companies in QuickBooks Online Accountant.

Furthermore, it's recommended to regularly reconcile your account to help identify any discrepancies early on and ensure that all business expenses are accounted for correctly.

Should you have any questions or require assistance about banking transactions, please don't hesitate to reach out. We're here to help you every step of the way.