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FM_HTC
Level 1

invoice template customization

Hi

How can I add local currency "sales tax amount" on foreign currency invoices?

I need to see both amounts

BR

Solved
Best answer April 12, 2021

Best Answers
AlexV
QuickBooks Team

invoice template customization

Good day, FM_HTC!

 

In QuickBooks Desktop, we're unable to add both foreign and local currency sales tax. However, I have a workaround you'll want to consider.

 

We can create a custom field that we can add to the invoice template. Then, let's manually calculate and add the sales tax amount on this field. Please follow these steps:

  1. Go to the Customers menu and select Customer Center.
  2. Double-click the customer's profile and go to the Additional Info tab. Then, select Define Fields.
  3. Enter a name like Local Currency Sales Tax in the Label column.
  4. Check both Cust and Trans columns.

 

Once done, proceed to the List menu, then Templates

  1. Double-click your invoice template and select the Additional Customization.
  2. On the pop-up, find the custom field you created on the Header section.
  3. Make sure to check both Screen and Print. This way, it will appear when creating printing, or emailing the invoice.

 

I've also added some links you can check. These will show you the steps on how to use the sales tax feature and how to the detailed steps in setting up custom fields:

 

We'll be right here if you need more assistance with this. Take care!

View solution in original post

1 Comment 1
AlexV
QuickBooks Team

invoice template customization

Good day, FM_HTC!

 

In QuickBooks Desktop, we're unable to add both foreign and local currency sales tax. However, I have a workaround you'll want to consider.

 

We can create a custom field that we can add to the invoice template. Then, let's manually calculate and add the sales tax amount on this field. Please follow these steps:

  1. Go to the Customers menu and select Customer Center.
  2. Double-click the customer's profile and go to the Additional Info tab. Then, select Define Fields.
  3. Enter a name like Local Currency Sales Tax in the Label column.
  4. Check both Cust and Trans columns.

 

Once done, proceed to the List menu, then Templates

  1. Double-click your invoice template and select the Additional Customization.
  2. On the pop-up, find the custom field you created on the Header section.
  3. Make sure to check both Screen and Print. This way, it will appear when creating printing, or emailing the invoice.

 

I've also added some links you can check. These will show you the steps on how to use the sales tax feature and how to the detailed steps in setting up custom fields:

 

We'll be right here if you need more assistance with this. Take care!

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