Assign all customers tax based on location

dburkhart1697 · ‎April 29, 2021

In QB wisdom they went from taxes by list to based on location. When they first converted the only option was Based on Location. Now they have put back the drop down for the sales tax list, but if ALL customers are not Based on Location or Custom Tax list, the report comes out incorrect. Does anyone know how to assign ALL customers to be Based on Location without having to open each and everyone, then edit customer details and Tax tab individually?

JonpriL · ‎April 29, 2021

Hello @dburkhart1697,

As of the moment, there isn't an integrated way to assign a sales tax code to your customers based on location all at once. With this, Let's consider manually checking each of your customer's profiles, one at a time, so you can assign the sales tax code accordingly.

Also here's a reference with a compilation of articles you can use while working with us: Pay and manage sales tax in QuickBooks Online.

Keep me updated in the comments if you have any other questions aside from your customer's sales tax codes or anything with QuickBooks, I'll be here to lend a hand

View solution in original post

JonpriL · ‎April 29, 2021

Hello @dburkhart1697,

As of the moment, there isn't an integrated way to assign a sales tax code to your customers based on location all at once. With this, Let's consider manually checking each of your customer's profiles, one at a time, so you can assign the sales tax code accordingly.

Also here's a reference with a compilation of articles you can use while working with us: Pay and manage sales tax in QuickBooks Online.

Keep me updated in the comments if you have any other questions aside from your customer's sales tax codes or anything with QuickBooks, I'll be here to lend a hand

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Assign all customers tax based on location

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