You can use either 1 or 0 as the value in the tax field, @nsmith7561. I'll go over the details below.
Simply add a Tax column to your CSV file and enter 1 in the field if the product or service is taxable, and 0 if it's not taxable. See this screenshot below for your visual reference:
For more details about importing sales receipts, refer to this article: Create sales receipts in QuickBooks Online.
Additionally, if you want to track and assess your recorded transactions and their current statuses in the Sales menu, you can refer to this article: View sales transactions in QuickBooks Online.
You can rely on me for the necessary resources and information regarding importing sales receipts in QuickBooks. If there's anything else you need to ask, leave a comment below. Have a great day!
I am going to New.. Selecting Batch Transactions, then selecting Sales Receipts. From there it asks me my upload csv file.. Then I match my fields. I put a 1 or a 0 in the Tax field, but it did not work. I still had to manually check the blue box for the tax to work. I am not doing the Spreadsheet Sync.
We appreciate your efforts in following the steps provide by my colleague, nsmith7561. Allow me to chime in to this thread and provide more details.
While attempting to import the CSV, are you using the new layout? If so, please switch to the old layout and try importing the CSV again. If it works, we recommend using that layout for the time being.
If you don’t have the option to revert to the old layout, you will need to manually review the taxable entries. That said, we can submit feedback to our product engineers for them to analyze and consider adding this in future updates.
Here's how to submit your request:
Additionally, you can run customer reports to get a comprehensive overview of your accounts receivable transactions.
Let us know if you have other concerns about importing your sales receipts. We're here to help you in any way we can.
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