Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Thanks for visiting the Community, akh.
QuickBooks Online calculates the tax rate based on the service tax, or product’s category, where you sell and ship the items. The functionality to update invoices information by batch is unavailable at this time.
To straighten out the issue, let’s update the customers’ address one at a time. Then, manually open each invoice and enter the correct address.
In regard to the recurring transactions, you’ll have to delete and recreate them. The process is a breeze, and I’m here to help.
To enter a new transaction, follow the recommended steps in the Create recurring transactions in QuickBooks Online guide.
Keep in touch if you have any other concerns or questions. I’m here to help and answer them for you. Have a good one.
I did what you said and checked the address and ship to info. It's correct, it did not fix the tax issue. Still not charging city or county tax. I do not have time to have to mainly put in the correct tax every time I invoice someone. I used to not have to think about it, now it's wrong on every invoice unless I manually go in and change it.
Thank you for getting back here, @akh.
I appreciate you for performing the steps provided by my colleague, Rasa-LilaM. Let's to try create a new customer profile with the complete address. This is to test if the customer's address will carry over when you create an invoice. Just follow the steps provided above.
After that, create an invoice to check if it gives you the correct sales tax rates for the specified address.
If it works merge the old customer name to the newly created customer. Follow the steps below to merge customers:
However, if you still experience the same thing, I suggest contacting our support team. They have tools to do a remote session to verify what causes the issue and generate steps to fix it for you.
Here's how:
Also, in QuickBooks Online you have the option to add or edit sales tax rates and agencies. I'll guide you how:
Should you have any questions about QuickBooks, I'm just a click away. Cheering you to continued success.
I don't understand what your saying to do. I've already reached out to customer support 4 times, I've spent probably 9 hours on the phone with no resolution. Beyond frustrated!!
Hi there, @akh.
Thanks for getting back to us. Allow me to jump in for a moment and help make sure this gets sorted out.
You'll want to ensure that you set up a valid customer's address. To validate the address, you can utilize the USPS Zip Lookup Tool. This tool gives you a Zip + 4-digit code to ensure complete accuracy. Let me show you how.
You can refer to this link for more details and examples: Validate an address for taxes.
We also have another article for more information about the sales tax center's key features: Use the Automated Sales Tax Center.
Feel free to reach out again if you need further assistance. I'm always here to help.
Ok, I used the zip look up too for 1 customer, went in and edited his zip, saved the info, then went to create an invoice for him and it still only charged Texas state tax, no county. Please help me.
Hi there, akh. I've read your main concern above.
I can see you're putting a lot of effort, and time to let the automated charge the county not only the state tax. Since you're done editing the zip code, it would be better to delete and recreate the invoices.
Normally, the county tax should be charged. In case you're still facing the same issue, I would recommend contacting our specialist to investigate this further and look for the main reason why you're experiencing this kind of behavior. I see you've been trying to connect with them to get some help and be able to fix this matter.
If you have a previous interaction with one of them before, you can share it with the new one. This way, everything will be tracked using their appropriate tools and help you find out why the automated tax is only charging the state tax. They might also create a ticket for this.
Here's how to get in touch with them:
Due to COVID-19, we have limited support and reduced our support hours too. To make sure we address your concern on time, you can check their work schedule in this article: Support hours and types.
Let me know how everything goes. I would like to ensure that you're good to go. Stay safe.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here