Can I import the sale's tax rate into QB online as QB Desktop does?

Hi there, nfm.

The sales tax rate is one of the features that are not converted when migrating to QuickBooks Online. Please see what data doesn't convert from Quickbooks Desktop to Quickbooks Online.

You can also check this article on how ​​​​​​sales tax works in QuickBooks Online.

Please don't hesitate to reach out to us if you have any other questions about QuickBooks. Thanks.

FYI, the page you supply a link to with the list that says "what doesn't convert" is not thorough enough to be helpful. I've tried to reference this several times hopeful to find info to answer questions from my clients before I convert them and the answers are never there. In particular related to this post, it does not address the sales tax rates. Has QBO improved this so that the sales tax rates will pull in yet?

Thanks for joining this thread, @elizabethaem.

I can see how this feature would be helpful for you and your client. Currently, importing the sale's tax rate into QuickBooks Online is unavailable. Rest assured, I'll take note of your suggestion and submit this to our product engineers for consideration. Your feedback will help to stay in tune with what our customers need, want, and expect.

Also, you can use the automated sales tax feature. By using this feature, QuickBooks can automatically do the sales tax calculations for you on your invoices and receipts for easy and accurate filings. This can be a reminder so you'll know when your payment is due, so you can file your taxes on time and avoid extra fees.

To know more about automated sales tax, please click these articles:

• Set up and use automated sales tax in QuickBooks Online.
• Automated Sales Tax – FAQ

As we assess this opportunity, I encourage visiting our blog to stay current with all the QuickBooks News.

In case you want to read related articles, you can visit our QuickBooks Community help website for reference: QBO Self-help.

You can always get back into this post if you have more questions. I'll keep an eye out for your response. Take good care.

@elizabethaem 

As additional option, explore this AST Filing and Reporting app to integrate with QBO.

https:// taxjar.grsm.io/mytax

Has there been any progress on this issue?  We also just switched from Quickbooks Desktop to Quickbooks Online, and we can no longer import the tax rates on our invoices as we could with Quickbooks Desktop.  Quickbooks Online just ignores the tax rate on the invoice and tries to assign its own rate using its automatic rate lookup tool based on the job location.  The problem is that the automatic lookup tool is usually wrong.  If it can't find the address, it just uses our office address, which is incorrect for the job.  Now I have to go back through hundreds of customers at the end of each month to make sure they were assigned the right tax rate and manually adjust all those that were assigned the wrong rate.  It seems like it would be a simple thing to do what Quickbooks Desktop was already doing and just accept the tax rate that was given at the import.  Can someone please help with this?  

Hi there.

I truly understand how frustrating it can be to encounter issues with your transition from QuickBooks Desktop to QuickBooks Online, especially when importing tax rate on your invoices. Allow me to share some insights about this.

Currently, importing tax rates in QuickBooks Online is unavailable. I see how important and beneficial this feature is for your company. To ensure it receives attention from our product engineers, I suggest using the feedback option, enabling us to enhance the program's features accordingly.

Here's how:

1. Navigate to the Gear icon at the top.
2. Click Feedback.
3. Enter your comments or product suggestions. 
4. Then select Next to submit feedback.

In the meantime, we can continue doing a manual adjustments required on your invoices to ensure the correct tax rates are applied. You can also review this link to learn how QuickBooks Online calculates sales tax: Collecting sales tax.

Moreover, I'll be sharing the following articles to help manage sales tax in QBO: 

• Set up where you collect sales tax
• Manage sales tax payments.

If there's anything else you'd like to share or if you have any other questions, please don't hesitate to reach out. I'm here to help and committed to making your experience with QuickBooks Online a seamless and positive one.

@ 9130 3564 3507 1156 

Another option, prepare your Invoice data with the following template

then use an importer tool to proceed.

https://get.transactionpro.com/qbo