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I am using QuickBooks online with the iPhone app on the iPhone 7. Each time I go to edit a sales receipt the sales tax defaults. I toggle between several different tax rates as I live in a state with more than one. How can I keep the sales tax locked at the rate I entered it the first time.

I want to stop this issue from happening to you, Ewkruger. You're in the right place for answers. 

I'll share some troubleshooting steps about sales tax rates default in your sales receipts in QuickBooks Online. This way, I can guide you accordingly.

Normally, sales tax rate you entered into the system will apply to the transactions. With this, I'd recommend logging in your account through a browser. From there, re-edit your sales receipts to verify if the entered rate will apply to that transactions.

Once done and the issue fixed, I'd recommend updating your QuickBooks Online mobile app to the latest release. Let me show you how: 

1. Tap the App Store on your iPhone and sign in using your iTunes credentials.
2. Search for QuickBooks Online for iPhone.
3. Click Update. If you didn't see Update button, please search in your app store with the updated QBO.
4. Follow the on-screen instructions. 

After that, re-edit the sales receipts if it's already performing well. 

For additional information, check out QuickBooks App for Windows and Mac: General support.

Get back to me if you need more help with this or other questions. I'm always around to assist you. Take care and have a good one, Ewkruger.

hi i cant log in and my account

Hello starcleaning1!

Thanks for reaching out to us. Allow me to assist you in logging in to your account.

Let's first make sure that you entered the correct login credentials. This is the common reason why we're unable to sign in. 

If you forgot your user ID or password, we can simply reset them. From the sign-in page, select I forgot my user ID or Password. Then, simply follow the on-screen instructions on how to verify your identity.

Please check this article: Get help if you can't sign in to your QuickBooks Online account. This will explain more how to resolve issues in signing in to your account.

Also, I added this link if you need to update some details on your QuickBooks Online account: Change your business name, contact info, or EIN in QuickBooks Online.

The QuickBooks Community is available 24/7 to help you. Keep your posts coming.

Good morning... I have subscription canceled last year.. also I just make new sign yesterday... but info of old subscription thats available for look online I see there yesterday.. can I "mix" data... or import from old account and restaure in new account? Both are online... no desktop version

Thanks for posting here in the QuickBooks Community page, @ErnestoMota.

Let me help you move your data from your old QuickBooks Online (QBO) account to a new one. 

If you can still access your old subscription, you can export its data using CSV files. Then, manually import them to your new account. 

To export your reports and lists, follow these steps:

1. Select the Gear ⚙ icon from the toolbar.
2. Under Tools, click Export Data.
3. On the Reports tab, set the date range.
4. Add or remove items from the Reports and Lists tabs by toggling the slider.
5. Select Export to Excel.

If you need to export a different report, here's how to transfer them to Excel.

For non-posting transactions and attachments, follow these steps to move your data from QuickBooks Online.

Once done, you can now import your lists (vendors, customers, inventory, and chart of accounts) to your new QBO account.

To learn more about other types of imports, please check out these articles:

• Products and Services: Import products and services
• Chart of Accounts: Import a chart of accounts
• Bank transactions: Upload more than 90 days of bank transactions

Let me know how else I can help you with QuickBooks by adding a comment below. I'm more than happy to lend a helping hand. Keep safe!

I am switching to QuickBooks and would like to add in my January through March (now) invoices that have already been billed (and most paid) through my previous online accounting software (17hats). Is there any way of importing them or do they have to be done one by one?

Hi Lisa.  I am jus getting started and really only want to track my expenses for tax time and will never receive or send invoices.  I am selling roofs and siding for general contractors and am just wondering what the best approach is to making sure I get as few Suprises as possible.

Hello there, @ruzowgraphics. I know it's been a while, but let me address your concern about importing invoices into QuickBooks Online (QBO).

If you're not using the sales tax feature, you can import your invoices in bulk into QBO. Here's what you can and can't import:

• You can’t add discounts, credit memos, and negative amounts in general.
• You can import a maximum of 100 invoices at a time and a 1,000 row limit per spreadsheet.
• You can import invoices with single or multiple line items.
• You can also import a large volume of customers and vendors or products and services.

For the detailed steps about this process, kindly visit this article: Import multiple invoices at once.

Also, please keep in mind that this feature is exclusive to QBO Plus and QBO Advanced.

However, if you have sales tax associated with your QBO account, then this feature is not yet available. You'll want to use a third-party application instead. Otherwise, you'll have to record them one by one.

You can also follow the steps below to search for the app:

1. Log into QuickBooks Online.
2. Go to the Apps menu from the left pane.
3. Enter a keyword in the search bar, like "import invoices" or click the Browse category button.
4. Follow the on-screen steps to proceed.

In addition, you can check out this article if you want to personalize your invoices and other sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Please let me know if you need more help in managing your invoices. I'd be glad to help you again. Take care!

Thanks for joining this thread, @Bolittle.

I've got you covered. We want to ensure that we're giving you the correct steps to answer your question.

Can you please tell me more about the setup you want for recording your expenses? Are you also going to track the quantity of your items?

I'd appreciate it if you could provide more details about your concern. I'll keep an eye on your response. Stay safe!

hey there, 

just quick question. how can you add return to an invoice?

Good day, noomoon. 

I'm determined to help you in adding return items in QuickBooks Online (QBO). 

We can record the returned items in the program using the Refund Receipt feature. I'll show you how:

1. Click the Plus (+) icon and select Refund Receipt.
2. Select the Customer you'll be refunded at the top.
3. Choose the product or service you're refunding them for, and ensure the Quantity and Rate equal the Amount needing to be refunded.
4. Click Save and close.

For more tips in personalizing your sales transactions in QBO, I encourage checking out this article: Use And Customize Form Templates.

Reply to this thread if you have more questions about adding return items in QBO. I'd be more than happy to share some insights with you. Take care always!

If I open a quickbooks account in the middle of the year, can I go back and enter receipts and import invoices for the months in that year prior to joining?

Glad to see you here, @AlmostaRanch.

Yes, you can enter receipts and import invoices for previous months prior to joining and having a QuickBooks account as long as you use the correct date.

In QuickBooks Online, you can upload receipts or bills from your computer or mobile device, or even from your email account. To upload receipts or bills from your computer or Google Drive, here's what you need to do:

1. Sign in to QuickBooks Online. 
2. Proceed to Bookkeeping, then choose Transactions.
3. Select Receipts (Take me there), or go to Banking (Take me there) then click Receipts (Take me there).
4. Choose Upload from computer or Upload from Google Drive.
5. Take note that each image or file should only contain a single receipt or bill.

For more information, you may also review this article: Upload your receipts and bills to QuickBooks Online.

Then, you can also import multiple invoices at once so you can save time. Please check out this link for detailed info: Import multiple invoices at once.

Additionally, let me share this resource that you can utilize to help email or print multiple invoices, sales receipts, and estimates now or later: Email or print multiple sales forms in QuickBooks Online.

Fill me in if you have further concerns about entering receipts and importing invoices in QuickBooks. I'll be happy to lend a helping hand. Have a good one!

Hi

I am very tensed what to do I am unable to login into my account it contains so important information related my work please guide me at Nexus Iceland

I am having difficulty knowing what category to put certain expenses in.  We are a general contracting company.  Example-  If we made a purchase at Home Depot for supplies/materials but needed to return an item.  How do I show the income (credit) that's showing on my bank account?  Which category do I choose for refunds?

Business is a sole proprietorship dba The business account does a transfer to a separate designated account to pay for child support and the daycare/medical expenses For two children 

how to I record and categorize them correctly   Is it owners draw or liability?