Showing results for 
Search instead for 
Did you mean: 
Level 1

How can I properly enter sales tax on a split transaction on a receipt in QBO?

When entering details for multiple lines for a split transaction, the total at the bottom initially displays the receipt total INCLUSIVE of tax, but once the cost for the 1st line is entered EXCLUSIVE of tax, the total at the bottom reverts to the 1st cost and proceeds to add the costs of the individual lines so the total no longer includes tax and doesn't match the receipt.
2 Comments 2

How can I properly enter sales tax on a split transaction on a receipt in QBO?

Thanks for joining the Community, artworkscarolina.

Since your total isn't including sales tax, I'd recommend checking your browser. It's possible this could have something to do with temporary internet files. Browsing applications store these types of records, but sometimes they can cause issues with certain webpages. You can open a private window and check to see if your sales taxes are displaying while entering details to multiple lines.

Here's how to access incognito mode in some of the most commonly used web browsers:

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

If sales tax is included in your total while browsing privately, it's safe to say this problem's being caused by your browser. It can be fixed by clearing cached data and Intuit-specific cookies.

In the event it continues not working properly while using incognito, you'll initially want to try switching to another browsing application.

Here's a list of supported browsers:

  • Google Chrome
  • Mozilla Firefox
  • Microsoft Edge
  • Safari 11 or newer

You can also check a browser's compatibility with your books by utilizing our browser health checkup tool. QuickBooks supports the current and two previous versions of browsers. If you find that you're using an older version, make sure to update it to its latest release. Steps for doing so can be found on the particular company's website.

In the event you've found no problems that could be causing this with your browser, I'd recommend using a different device and/or internet connection. If it continues happening on other devices and/or internet connections, you'll want to get in touch with our Customer Care team. They'll be able to pull up your account in a secure environment, conduct further research, and create an investigation ticket if necessary.

They can be reached while you're signed in:

  1. Use the Help (?) icon.
  2. Click Contact Us.
  3. Enter a description of your situation in the What can we help you with? field, then hit Let's talk.
  4. Select Start messaging or Get a call.

Be sure to review their support hours so you'll know when agents are available.

I've additionally included a detailed resource about system requirements for QuickBooks that may come in handy moving forward: System requirements

I'll be here to help if there's any questions. Have a great day!

Level 1

How can I properly enter sales tax on a split transaction on a receipt in QBO?

Thanks so much for your thorough reply. Remarkably and coincidentally, as I was about to try another browser, there was an update to the receipt split sales tax function.  It is now up user to determine portion of total sales tax to assign to the split items so the totals now add up as they should.  Perhaps a rogue QBO programmer was eavesdropping on the conversation?  But the issue has now been resolved and I am no longer frustrated!  Thanks again ZackE!

Need to get in touch?

Contact us