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Ldecaul
Level 2

I am new to QBO. I set up the sales tax however I need to change the name that is coming up on the invoice. I have the international edition

 
Solved
Best answer January 25, 2020

Best Answers
JonpriL
Moderator

I am new to QBO. I set up the sales tax however I need to change the name that is coming up on the invoice. I have the international edition

Hello @Ldecaul,

 

At this time, there isn't an option to change the tax name once it has been set up successfully. But you can create a new one and use it when creating your invoices. to do so:

  1. Go to Taxes.
  2. Tap Add tax.
  3. Select the appropriate category of your taxes.
  4. Enter all the information needed for your tax set up.
  5. Click Save.

Here's an article you can read to learn more about how you can create a new tax rate: How do I set up sales GST/VAT rates and use them on forms? (International QBO)

 

Once done, you can go ahead and create an invoice. Make sure to select the new tax name you recently created under the Tax column of your invoice.

 

I've also included this helpful article in case you need some ideas about managing the changes in your tax rate: Manage a tax rate change.

 

Please touch base with me here for all of your QuickBooks needs, I'm always happy to help. Thanks for dropping by.

View solution in original post

1 Comment 1
JonpriL
Moderator

I am new to QBO. I set up the sales tax however I need to change the name that is coming up on the invoice. I have the international edition

Hello @Ldecaul,

 

At this time, there isn't an option to change the tax name once it has been set up successfully. But you can create a new one and use it when creating your invoices. to do so:

  1. Go to Taxes.
  2. Tap Add tax.
  3. Select the appropriate category of your taxes.
  4. Enter all the information needed for your tax set up.
  5. Click Save.

Here's an article you can read to learn more about how you can create a new tax rate: How do I set up sales GST/VAT rates and use them on forms? (International QBO)

 

Once done, you can go ahead and create an invoice. Make sure to select the new tax name you recently created under the Tax column of your invoice.

 

I've also included this helpful article in case you need some ideas about managing the changes in your tax rate: Manage a tax rate change.

 

Please touch base with me here for all of your QuickBooks needs, I'm always happy to help. Thanks for dropping by.

View solution in original post

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