So, just imported over 1,800 clients into Quickbooks via Excel. Before importing, I told Quickbooks in the Taxes area "Mark all new clients taxable" and gave the default tax code. This did not happen... ALL of the clients that were imported are not checked "taxable" and the default tax code not assigned! Called Customer Care, and they said that I will have to MANUALLY edit each and every client myself, one-by-one to fix this issue.
There HAS to be a faster way of doing this. It would seriously take someone on the backend to write a simple SQL statement to fix this maybe 30-seconds to 2-minutes. For me to do this manually would take a week or more in my spare time (like I have spare time!).
As of the moment, the Mark all new customers taxable option only applies to the manually added customers.
I understand that it would really take time to manually edit each imported customer and get them tagged as taxable. While this is the only current option we have, I encourage sending feedback to our engineering team. This way, they can check and consider it for our future product updates.
Here's how to submit your feedback:
1. Click on the Gear icon. 2. Select Feedback.
Thank you for your understanding and feel free to get back to us if you have any other concerns.
While thank you for the info about how to send feedback... I have to say: "That's NOT acceptable from Quickbooks, and completely pointless - it doesn't FIX my issue!"
How does Quickbooks expect people to switch from one accounting system to this system? It seriously would take someone 30-seconds (maybe 2-minutes) to run a SQL Statement to fix this in my database! I would, but I don't have access to that. At best, I have to say that Quickbooks Online is a BETA program in its current state, yet it's marketed and sold as a fully functional product.
Now the new issue I'm running into today is that cannot import SERVICES. It only gives me the option to import INVENTORY (can't even do Non-Inventory - only option in the drop down is Inventory). WTH!