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bpon4425
Level 2

I have imported data for sale items, but when I create a sales receipt some items have rates that are minutely higher or lower than the amount I see in the Item details

Eg one item shows as 17,000 in the item details when I go to edit, but when it comes into a sales receipt it is 17,000.005. I have rate set to be inclusive of tax in both areas. Another item, also set in both as inclusive of tax, comes into the sales receipt as 13,999.995 but it is set as 14,000 in the item details
3 Comments 3
bpon4425
Level 2

I have imported data for sale items, but when I create a sales receipt some items have rates that are minutely higher or lower than the amount I see in the Item details

More information I have found is that this only occurs in the Windows App for Quickbooks online, not for the online version

Joesem M
Moderator

I have imported data for sale items, but when I create a sales receipt some items have rates that are minutely higher or lower than the amount I see in the Item details

 

Hi there, @bpon4425.

 

We can double check your item setup to identify the correct amount and sales rate of your product and services. Go to the Sales tab, then click Product and Services.

 

AlsoAutomated Sales Tax feature in QuickBooks Online (QBO) calculates sales tax amount based on the state where you have nexus and are registered to collect sales tax, physical address of your business and on the sales forms, the product mapping you've associated with the item you're selling, and the exemption status of your customer. 

 

If you want to set a default sales tax rate for all customers, you can follow these steps:

  1. Go to the Taxes from the left menu.
  2. Select Sales Tax at the top.
  3. From the Related Tasks field, select Edit sales tax settings.
  4. Click the Default sales tax drop-down arrow then choose the tax you would like to appear as the default sales tax.
  5. You can also choose to Mark all new products and services taxable and Mark all customers taxable
  6. Select Save.

Your new default rate will now show up on all sales forms. However, if you want to charge a customer a different sales tax rate, use the Tax drop-down arrow on the sales form to change the tax rate. 

 

For additional information, you can check out these articles:

 

 

Please let me know in the comment section down below if you have any other questions. It'll be always my pleasure to help. Take care.

 

bpon4425
Level 2

I have imported data for sale items, but when I create a sales receipt some items have rates that are minutely higher or lower than the amount I see in the Item details

Hi

I have checked the above and have set the default tax rate. I think it is yet another bug with the Windows app as the same problem does not occur when working on the online version using chrome. I think I will just give up on the windows app as I have had too many problems and just use the online version.

Brendan

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