Question

Taxable Items

Forum|Forum|2 years ago
May 8, 2024
1 reply
16 views

On the old estimates and invoices there used to be a total on the bottom showing what the taxable amount was but it is now gone on the new estimate and invoice. We NEED to see this. WHY did quickbooks take some very much needed things away on the new invoice. I think the new version is HORRIBLE and wish I could go back to the older version.

QuickBooks Online

S

Shania_C

QuickBooks Team

Hi there, @Sharon119.

I understand that the new invoice layout may be unfamiliar to you. Rest assured I'll share some information to help you locate the total taxable amount on the new estimate or invoice in QuickBooks Online (QBO).

In the old estimates and invoices, there was a total displayed at the bottom that showed the taxable amount. In the new layout, you can access this information by clicking on the See the math button, which will show you how your sales tax is calculated.

Here's a photo for your reference:

Moreover, I want to let you know that your voice matters, and we appreciate you sharing your feedback directly with our engineers for the new experience of invoices and estimates. Our product development team will review your suggestion and may consider adding it in future updates. Here's how to send Feedback:

1. Select the Gear icon, then choose Feedback.

2. Enter your comments or product suggestions.

3. Select Next to submit.

Additionally, I'll be sharing these articles for future help to learn what's new with estimate and invoice layout. Also, how to personalize and add specific info to your sales forms for QuickBooks Online:

I hope that this information will aid you in initiating your task, Sharon119. I'm always here to help if you need further assistance. Keep Safe!

S

Sharon119Author

As I have already replied and still have not received an answer. You tell me to see the math but as I stated my screen is blank when I click on it and this is information that we have to have without manually figuring it on a 10 page or larger invoice. Please fix this ASAP!!!!!

M

Mark_AG

Level 1

I understand what you're currently experiencing right now, Shanon. Rest assured, I'm here to help you fix the display wherein you'll see the total amount of the taxable items on the estimate when clicking the See the math button.

Sometimes, our browser's cache will be too much for a website to handle. Too much browser cache can cause malfunctions and blank pages on certain websites, and this applies to all websites that use vast browser temporary files. Let's get that fixed as soon as possible. Let's start with accessing QuickBooks Online using incognito mode or a private window.

Here are the shortcut keys to go private mode in a browser:

For Google Chrome / Microsoft Edge / Opera:

Windows: Ctrl + Shift + N
Mac: Command ⌘ + Shift + N

For Firefox:

Windows: Ctrl + Shift + P
Mac: Command ⌘ + Shift + P

For Safari:

Shift + Command ⌘ + N

If this works, you can proceed to clear your browser's cache and cookies. Otherwise, you can also use other supported browsers to ensure it runs QBO efficiently.

Furthermore, you can consider creating and printing a packing slip in QuickBooks Online.

Please don't hesitate to leave a reply if you need further assistance in handling your sales taxes through the invoice creation page in QBO. I'm always here to assist you.

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