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Is this a bug? Mobile app does not apply sales tax after clicking save in an invoice.

When I open the same invoice from my laptop, it works without issue.
3 Comments
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Moderator

Is this a bug? Mobile app does not apply sales tax after clicking save in an invoice.

Thanks for posting in the Community, @contact-esne.

 

To check if the app's data is causing this odd behavior, I suggest resetting it. This process plays the same role as clearing the cache from your web browser. They collect cache (cookies) to save you time when loading repetitive data and images.

 

The steps to do this may differ depending on the OS you're using.

 

For Andriod, here's how:

 

  1. From the More Options ⋮, select Settings.
  2. Tick Refresh Data, then choose Yes.

 

For IOS:

 

  1. From the Menu ☰, select Help & Feedback
  2. Click Refresh Data, and then select Refresh.

 

You can also do it in your device settings. Here's how:

 

For Andriod:

 

  1. Go to your device's Settings, select Apps (varies by device).
  2. Choose QuickBooks app from the list, and then pick Storage.
  3. Finally, hit clear data.

 

For IOS:

 

  1. Go to your device's Settings, select Setting General iPhone Storage.
  2. Choose an app that's taking up a lot of space.
  3. To free up the storage without deleting the documents and data for the app, select the Offload App.

 

Once done, try to open the invoice(s) again to double-check.

 

If the same thing happens, consider uninstalling/reinstalling the app. For further guidance with the process, please visit this article: Troubleshooting Quick-Start Guide for the QuickBooks Online app.

 

Leave a comment below if you have any other issues or concerns, and I'll get back to you as soon as possible. I'm always here to help. Have a good one!

Highlighted
Level 1

Is this a bug? Mobile app does not apply sales tax after clicking save in an invoice.

I am running Android, (samsung galaxy note 9) refresh did not work.

Logged out and logged in, that didn't work either.

 

Any other suggestions would be appreciated.

Highlighted
Moderator

Is this a bug? Mobile app does not apply sales tax after clicking save in an invoice.

Hello @contact-esne,

 

I appreciate you for getting back and providing updates about the steps you've done on your end. Let me share additional suggestions to get you back on track.

 

When adding products and services to an invoice, let's make sure to enable the taxable option. This way, it'll take out taxes after clicking the Save option.

 

Here's how:

 

  1. Open the QuickBooks mobile app.
  2. Create an invoice.
  3. Add a product or service and make sure to enable the Is Taxable option.
  4. Press Add.
  5. Choose the sales tax. 
  6. Hit Save.

In case the sales tax amount still don't apply, I recommend logging in to your account using the web browser. Please check if the invoice transaction you created shows a sales tax.

 

If it works fine, please proceed with contacting our QuickBooks Support Team. One of them will be able to take over and assist you further with the mobile app problem.

 

To reach out to them using the mobile app:

 

  1. Click the hamburger (three lines) menu next to the home icon.
  2. Click the question mark icon.
  3. Press Help & Support.
  4. Hit Contact Us.

I've also attached an article you can use to enter a payment using the QuickBooks mobile app: Receive an invoice payment using the QuickBooks Online app.

 

Please know that I'm just a post away if you have any other questions. Take care.

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