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lisa_costa
Level 2

Is there a way to do a bulk change on sales transactions to move them from non-taxable to taxable?

Transactions are being transferred into Quickbooks from Square via a plug-in, but it is transferring with sales tax rolled into the sales number. I have to do a journal entry to separate the sales tax paid from the sale, but it leaves me with over-reported "non-taxable sales" and under-reported "taxable sales". I'd like to adjust so its accurate.
6 Comments 6
MariaSoledadG
QuickBooks Team

Is there a way to do a bulk change on sales transactions to move them from non-taxable to taxable?

Allow me to share some information about changing sales tax transactions, lisa_costa.

 

Once you have set up sales tax, you have the option to change the category for each item in QuickBooks Online (QBO). For now, changing transactions in bulk to taxable is unavailable. You'll want to let our product team know how this feature is useful for your business. You can visit our Customer Feedback page to check if a request has already been submitted. If not, you can send one by clicking on the Give feedback option. I've attached a screenshot for your guide:

 

Furthermore, QuickBooks provides different kinds of reports that show the aspects of your business. You can customize them to make sure you'll get the information you need. For more details on how it's done, I've included this article for your reference: Customize Reports In QuickBooks Online.

 

Reach out to us if there's anything else that you need about sales tax. Remember, we're here to help you so we'll be able to address all your concerns. Stay safe!

Fiat Lux - ASIA
Level 15

Is there a way to do a bulk change on sales transactions to move them from non-taxable to taxable?

@lisa_costa 

Consider having a 3rd party app to reconcile your Square transactions into QBO.

lisa_costa
Level 2

Is there a way to do a bulk change on sales transactions to move them from non-taxable to taxable?

That's actually my problem. I use CommerceSync since day 1, and it always worked well until we enabled the Square/DoorDash integration which added an extra tax category.  That tax causes CS to fail in transfer (I guess QB Online can't support multiple tax rates) and they've had to stop passing tax as a separate item.

lisa_costa
Level 2

Is there a way to do a bulk change on sales transactions to move them from non-taxable to taxable?

You may be able to help in another way.  When we turned on the integration from Square to DoorDash, Square created a new tax rate called "DoorDash Tax".  According to CommerceSync, that causes their integration to QB Online to fail as "QB Online doesn't support multiple tax rates".  Is this correct information

Fiat Lux - ASIA
Level 15

Is there a way to do a bulk change on sales transactions to move them from non-taxable to taxable?

Explore this app for additional insights

https://taxjar.grsm.io/mytax

 

Kurt_M
QuickBooks Team

Is there a way to do a bulk change on sales transactions to move them from non-taxable to taxable?

Thanks for getting back here in this thread, @lisa_costa.

 

Yes, the information you receive is correct. As of the moment, QuickBooks Online doesn't support multiple tax rates. QuickBooks is programmed to set tax rates based on the customer's address. Once you've completed setting up your customer, it will then follow the default address to get the sales tax rate set.

 

I'd suggest informing our Product Development Team about this. This way, they'll look into it and consider adding it for future product improvements. To send, select Feedback from the Gear icon in the upper-right corner.

 

I've got you these articles for future reference:

 

 

Please know that you are always welcome to post here again if you have any additional concerns. Rest assured that the Community is always ready to assist you once again. Keep safe!

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