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TaylorHeating
Level 3

Customer Taxable Status

We started using QuickBooks Online and imported existing customers in several batches.

Somewhere along the way, one or more of the batches of customers were imported with a non-taxable status.

Is there a way to make a batch change to Taxable? We have no non-taxable cuatomers.

Thank you

2 Comments 2
Fiat Lux - ASIA
Level 15

Customer Taxable Status

Utilize the trial period of TPImporter to do so.

https:// transactionpro.grsm.io/qbo

 

Adrian_A
Moderator

Customer Taxable Status

Hello there, TaylorHeating.

 

The option to change a non-taxable to taxable customers by batch isn't available in QuickBooks Online. 

 

Once imported, we'll have to manually change them on your QuickBooks account. I'll show you how:

 

  1. From the Sales tab, select Customers.
  2. Click your customer's name.
  3. Select the Edit button.
  4. Go to the Tax info tab.
  5. Enter their exemption details.
  6. Click Save.

 

 

I've also added these links as your guide when tracking sales tax:

 

 

Let me know if there's anything that I can help. Have a great day!

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