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frank41
Level 1

When I export an invoice from my business management software it's breaking out the taxable and non-taxable line items but QBO is not adding tax. Why?

 
2 Comments 2
CharleneMae_F
QuickBooks Team

When I export an invoice from my business management software it's breaking out the taxable and non-taxable line items but QBO is not adding tax. Why?

Hello, frank41.

 

QuickBooks Online can automatically do the sales tax calculations for your invoices for easy and correct filings.

 

You'll first need to set up the Automated Sales Tax Center. You can check this article for the step by step process: Use automated sales tax on an invoice or sales receipt.

 

You can also visit the QuickBooks blog to get the latest news and updates.

 

Get back to me if you have follow up questions. I'm always here to help. Have a great day!

Fiat Lux - ASIA
Level 15

When I export an invoice from my business management software it's breaking out the taxable and non-taxable line items but QBO is not adding tax. Why?

@frank41 

As another option, utilize the 3rd party importer tool.

https://transactionpro.grsm.io/qbo

 

The template should be like this

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![email address removed][email address removed], [email address removed]   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![email address removed][email address removed], [email address removed]   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![email address removed][email address removed], [email address removed]   0NYNNY12Shipping 0.02  Y Gift CardsGift Cards25  TAX

 

 

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