Sales Tax issue when converting from Desktop to Online

Hi there, XBS ACcounting.

Currently, the option to bulk edit sales tax rates in invoices is unavailable in QuickBooks Online.

I can see how beneficial this feature could be for your business. It could streamline your workflow, saving time to focus on other important tasks.

To address this limitation, I recommend submitting a feature request through the feedback section. This will allow our product development team to acknowledge the need for this feature and potentially include it in future updates.

Here's how to send feedback:

1. Click the Gear icon.
2. Select Feedback under the Profile column.
3. Enter your product suggestions.
4. Click Next to submit.

You can track feature requests here: QBO Feature Requests.

In the meantime, you'll need to edit and resave each invoice manually.

I'll leave this article on generating reports to get a comprehensive overview of your business, including your invoices: Run reports in QuickBooks Online.

If you have any further questions about managing your invoices in QuickBooks or need assistance, feel free to leave a comment below. I'm here to help you out whenever you need me.

@XBS ACcounting 

Consider to remove old (and unused) data by running the Condense Data utility prior to converting it to QB Online. Your client can use QB Desktop to access historical data for good. If they insist to convert the whole data to QB Online, they may consider to purchase a 3rd party conversion service.

Hello,

I am experiencing the same issue and having to touch almost 10,000 invoices. Can you advise what process/reports you are utilizing to make this process as efficient as possible. Any information you can provide is greatly appreciate. Thank you!!

@KPI12 

Can you advise what process

Any comment about my advise in the last post?

Hello 4GAL,

I apologize as my question was more directed to @XBS ACcounting. To see what the process is that they are using to touch every invoice, remove the items, re-add the items, and then save the invoice and then re-apply the payment. Currently I am doing it through the Accounts Receivable Aging Detail report and basically going payment by payment. Wanted to see if they had streamlined the process at all.