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JenniferCTP
Level 2

Anyone else having problems with the recent "Customer" upgrades, like invoice numbers and sales tax assumptions?

Ever since Customers/Tenants was "upgraded" invoice numbering is messed up. QBO tells me "invoice numbers are so nice, but you've already used this number. Are you sure you want to use it again?"  Fact is, the automatically generated invoice numbers are NOT duplicates. In addition, we never ship anything and we do not ever collect sale tax. It is SO annoying that QBO now assumes we are going to ship something and forces a shipping address and tax liability on my invoices. Even when the tax exempt box is checked in the tenant's profile (because we only ever "invoice" for rent, which so far is exempt from sales tax in every state of the Union) QBO now assumes we are going to collect sales tax. Even our overall company profile says we do not have any sales tax liability. We don't get permits either; don't  need that new feature mucking up my invoices. How can I turn off, or at least hide these new features?

2 Comments 2
JenniferCTP
Level 2

Anyone else having problems with the recent "Customer" upgrades, like invoice numbers and sales tax assumptions?

Correction about the invoice numbers.  After much complicated research, because you can't filter or search for invoice numbers alone, turns out they are duplicates from invoice numbers used in 2016.  It looks like the temp bookkeeper we hired in Sept 2019 reset the invoice numbers to 1001, and they have finally caught up to numbers generated in 2016.  

FritzF
Moderator

Anyone else having problems with the recent "Customer" upgrades, like invoice numbers and sales tax assumptions?

Hi there, Jennifer.

 

It's great to know that you were able to figure out the cause of the duplicate invoice number message in your QuickBooks Online (QBO).

 

Regarding your concern about sales tax, we have received similar reports from other users experiencing the same issue. A ticket has already been created and forwarded to our product engineers, who are now diligently working to resolve this as swiftly as they can.

 

In light of this, I recommend reaching out to our Support team so that they can include your information in our notification list. This will assist our engineers in determining the extent of the issue and the number of users affected. Rest assured, once resolved, you will receive an email notification.

 

Here's how to reach them:

 

  1. In QBO, click the Help (question mark) icon at the top right.
  2. Select a suggested option, or type a question or topic you need help with.
  3. Tick Contact Us and choose a way to connect with us.

 

To check for our Support hours, please refer to this article: QuickBooks Online Support.

 

I'm also adding these articles that tackle invoices and sales tax exemptions in QBO for future reference:

 

 

Please let me know if you have follow-up questions about this or anything else. I'll be here to assist. Take care.

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