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Yesterday we did an import to update the quantity on hand for 270 products. Today, these same 270 products are no longer showing as taxable. Invoices are therefore incorrect and we are having to manually add the green checkmark within the invoice that contains any of these products.
The products still show as taxable (when you click to edit them) but you don't see the green checkmark on the Products/Services page.
Solved! Go to Solution.
Great job in importing your products, @userbeveragesunlimit.
I also appreciate you for sharing an update with us. To steer away from any issues in importing your product and services, You'll want to ensure you've map your imported files correctly and select Yes in the Taxable column. This way, it'll automatically show as taxable in your QuickBooks Online (QBO) account. I'll show you how.
On the other hand, you can adjust your stocks without importing them. You can refer to the steps outlined in this article for details: Adjust inventory quantity on hand in QuickBooks Online.
Furthermore, I'm adding this link that you can read for reference in seamlessly tracking your inventories: Set up and track your inventory in QuickBooks Online.
If you need more help with inventories or with your QBO account, you can always tag me in your reply. I'll be more than happy to help you anytime. Have a good one!
Just to add something to this post...If we edit one of these products and simply save and close (without changing anything), the green checkmark appears again.
Great job in importing your products, @userbeveragesunlimit.
I also appreciate you for sharing an update with us. To steer away from any issues in importing your product and services, You'll want to ensure you've map your imported files correctly and select Yes in the Taxable column. This way, it'll automatically show as taxable in your QuickBooks Online (QBO) account. I'll show you how.
On the other hand, you can adjust your stocks without importing them. You can refer to the steps outlined in this article for details: Adjust inventory quantity on hand in QuickBooks Online.
Furthermore, I'm adding this link that you can read for reference in seamlessly tracking your inventories: Set up and track your inventory in QuickBooks Online.
If you need more help with inventories or with your QBO account, you can always tag me in your reply. I'll be more than happy to help you anytime. Have a good one!
Thanks for the reply.
If I only needed to update the quantity on hand, I still need to include on my excel import document "taxable"? I wasn't making any changes as to whether a product was taxable or not. My excel document didn't have cost or sales price, yet those fields didn't erase from the product.
I appreciate you for posting this here in the Community, @userbeveragesunlimit. Allow me to share some information about your concern.
You can find that you have an incorrect amount of inventory items than QuickBooks Online (QBO) indicates. In this case, you can manually edit the amount to match your actual stock without recording a purchase or sale.
In your case, you will have to manually update the quantity on hand without using the import or table option.
To begin with, these are the steps:
For an instructional video, you can refer to this article about adjusting inventory quantity on hand in QuickBooks Online.
In case you would want to edit previous adjustments, here’s an article about it.
Feel free to place a comment anytime you need assistance with QuickBooks. I'm here to help you always. Keep safe!
It just seems that the import of an excel file is more efficient than doing 270 adjustments as suggested. I'm wondering why my case is different where an import file won't work. Just not making sense to me...
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