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jeff-mountainvie
Level 2

If I try to use Import Invoices, why do i get the message, "Import Invoices isn't yet quite ready to support sales tax"?

I'm unable to proceed past that auto-reply, so I can't import sales history.
3 Comments 3
Catherine_B
QuickBooks Team

If I try to use Import Invoices, why do i get the message, "Import Invoices isn't yet quite ready to support sales tax"?

Hi there, jeff-mountainvie.

 

The option to import invoices with sales tax into QuickBooks Online is not available. You'll want to use a third-party app that can import invoices with sales tax on the transactions. 

 

You'll want to turn off the automated sales tax first before importing your invoices without sales tax at once. This is to get rid of any error messages when uploading them.

  1. Go to Taxes.
  2. Select Sales Tax Settings.
  3. Click Turn off sales tax.

Here's an article you can read for ideas about what other lists you can import: Import multiple invoices at once.

 

Let me know if you have other questions. Take care and have a great day!

jeff-mountainvie
Level 2

If I try to use Import Invoices, why do i get the message, "Import Invoices isn't yet quite ready to support sales tax"?

The answer is conflicting. On one hand it says its not possible, but the link provided within the answer says it is possible. Neither completely explains the error message. Is it not ready, because information is missing from the file or is it not ready because the feature is not enabled for QB Online (although the link provided says its enabled).

Fiat Lux - ASIA
Level 15

If I try to use Import Invoices, why do i get the message, "Import Invoices isn't yet quite ready to support sales tax"?

@jeff-mountainvie 

Utilize the trial period of an importer tool.

https:// transactionpro.grsm.io/qbo

 

Prepare the Invoice data with the following template

RefNumberCustomerTxnDateDueDateShipDateShipMethodNameTrackingNumSalesTermLocationClassBillAddrLine1BillAddrLine2BillAddrLine3BillAddrLine4BillAddrCityBillAddrStateBillAddrPostalCodeBillAddrCountryShipAddrLine1ShipAddrLine2ShipAddrLine3ShipAddrLine4ShipAddrCityShipAddrStateShipAddrPostalCodeShipAddrCountryPrivateNoteMsgBillEmailBillEmailCcBillEmailBccCurrencyExchangeRateDepositToBePrintedToBeEmailedAllowIPNPaymentAllowOnlineCreditCardPaymentAllowOnlineACHPaymentShipAmtShipItemDiscountAmtDiscountRateTaxRateTaxAmtDiscountTaxableLineServiceDateLineItemLineDescLineQtyLineUnitPriceLineAmountLineClassLineTaxable
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!     0NYNNY12Shipping 0,02  Y MP3 PlayerBlue MP3 Player255  TAX
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!     0NYNNY12Shipping 0,02  Y Leather CaseLeather Case210  TAX
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!     0NYNNY12Shipping 0,02  Y Gift CardsGift Cards25  TAX
102Leonard Walker Inc01/10/2020    Net 30  9 Winding Road   WinchesterNY12345 9 Winding Road   WinchesterNY12345  Thank you for your order!     0YNNNY      Y HandheldsPortable Game Player1100  TAX
102Leonard Walker Inc01/10/2020    Net 30  9 Winding Road   WinchesterNY12345 9 Winding Road   WinchesterNY12345  Thank you for your order!     0YNNNY      Y Software1 Year Warranty125  TAX
102Leonard Walker Inc01/10/2020    Net 30  9 Winding Road   WinchesterNY12345 9 Winding Road   WinchesterNY12345  Thank you for your order!     0YNNNY      Y Extended Warranty1 Year Extended Warranty15  TAX
103Lisa Smith01/10/2020    Net 30  19 Jerico Drive   BensalemPA84256 19 Jerico Drive   BensalemPA84256  We appreciate your business!     0NYNNY        Gift Certificate$50 Gift Certificate150  NON
103Lisa Smith01/10/2020    Net 30  19 Jerico Drive   BensalemPA84256 19 Jerico Drive   BensalemPA84256  We appreciate your business!     0NYNNY        Magazine SubscriptionAnnual Magazine Subscription212  NON
103Lisa Smith01/10/2020    Net 30  19 Jerico Drive   BensalemPA84256 19 Jerico Drive   BensalemPA84256  We appreciate your business!     0NYNNY        Music TitlesArtist CDs312,5  NON
103Lisa Smith01/10/2020    Net 30  19 Jerico Drive   BensalemPA84256 19 Jerico Drive   BensalemPA84256  We appreciate your business!     0NYNNY        Tee ShirtPlayer Tee Shirt115  NON
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