All of my sales are non-taxable. Is there a way to have this as a default when entering new items?

Hello there, @colleen-heinrich.

If you wanted to set all of your sales items as a default to non-taxable, there’s no need to set up sales tax in your QuickBooks Online. However, if there is a specific sales item that you wanted to add a tax, it will depend on what kind of product you sell and where you sell it.

To add a sales tax to a specific item/product, here’s how.

1. Select Sales, then Products and Services.
2. Select New, then choose the type of item you need to add. If you need to update an existing item instead, find the item then select Edit.
3. Select the Sales tax category dropdown arrow, then Choose a special tax category. Find and choose the specific sales tax category that fits your item.
4. Complete your item’s info.
5. Then, click Save and close.

Click this article for additional reading on adding sales tax item. Add sales tax categories to your products and services.

For your future references, you can also use custom rates to manually calculate taxes on invoices or receipts.

Feel free to fill me in if you have any other questions. Take care and keep safe.

Is there a way to set ALL items to non-taxable, a one-click default?

the items have already been entered as taxable.

There are over 100 items, which is why looking for a one-click default change.

Thanks!

@Pabz_L 

Hello, I have the same question as colleen-heinrich. I don't think you answered her question regarding setting a default sales tax category for products and services. We do sell both taxable and non-taxable items but would like to set the default of Sales tax category to non-taxable when setting up the product. Is this something that can be done in QB Online?

Yes, you can definitely set an item as nontaxable, Reyva1.

Once you have set up your Sales tax, you have the option to set a sales tax category for each item. Every time you use it when creating a transaction, it'll automatically be nontaxable. 

I'll show you how to edit an existing item and selecting the sales tax category:

1. Log in to QuickBooks Online.
2. At the left menu, click Sales and select Product and Services. 
3. Locate the item and click Edit under the ACTION column.
4. Scroll down to the Product/Service information screen. Select Nontaxable under the Sales Tax category field.
5. Click Save and close. 

Changes to the item's information will only affect future transactions. You can do the same process when creating new products. 

For more details on managing your sales tax and how we calculate it, you can check out this article: Set up and use automated sales tax in QuickBooks Online.

The Community is always available to help you with any questions you have with QuickBooks. You take care and have a great day ahead!

@Reyva1 

You may prepare the data with the following template

then utilize the trial period of TPImporter

https:// transactionpro.grsm.io/qbo

THANK PABZ...   WILL KEEP SAFE OPERATING THIS KEYBOARD. HUGS (VIRTUAL/SAFE)

We have already migrated on QB desktop to online, but the list items (over 3000) all say taxable.  Is there any way to change them without having to go into each item?

Yes, there is an alternative way to modify them in QuickBooks Online (QBO), @toolroom.

You can export the Item list to an Excel file to indicate whether it is taxable or non-taxable. After making changes, you can save the file and import it back into QBO.

Here's how to export the list:

1.  Go to the Reports menu, under Find report by name, and select Product/Service List.
2. In the window, click the Gear icon in the Change column section, and ensure to check all the boxes.
3. Click the Export dropdown, and select Export to Excel.
4. Open the exported file, remove unnecessary lines, edit the Taxable row, and determine if it is taxable or non-taxable.
5. Then, save the file.

After that, import the file to QBO:

1. Open your QuickBooks Online account.
2. Go to the Gear icon and select Import data.
3. Tap the Product and Services box, click the browse button, then locate the save file.
4. Map the columns correctly, and tick the Override box.

You can also consider checking a third-party app that can modify these lists by batch by going to the App menu and then selecting Find Apps or visiting this link: Marketplace.

If you'd like to run another report to pull up your data, check this article to guide you further: Run reports in QuickBooks Online.

I'm always here to help if you have other questions about your item list. Have a good day ahead.