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How to change the tax category on multiple invoices

Hello,

 

I messed up...

 

I have been transferring all my business information from my old accounting software to Quickbooks Online. In the process I manually entered all the Invoices for 2018 into quickbooks, one by one.

 

I now realize I have selected "zero rated" tax on each item on each invoice (there are thousands) whereas I was supposed to select "tax exempt" for each item instead.

 

Is there a way to make a mass change and tell quickbooks to change zero rated to exempt in multiple existing invoices at once?

 

Your help would be much appreciated. 

 

Regards,

Nico

Solved
Best answer 11-23-2018

Accepted Solutions
QuickBooks Team

Re: How to change the tax category on multiple invoices

I'm glad to see you here in the Community, Nico de Klerk.

 

I appreciate the details provided since it gives a quick overview on what happened to the transactions. I’d be glad to help and ensure the tax category are properly entered on your invoices.

 

At this time, you’ll need to manually open each invoice and change the category from zero-rated to tax exempt. Since the option to update the tax category by batch is unavailable, I suggest letting our Product Development Team know that adding this feature is beneficial for your business.


Ideas like this, help them decide what to include in future updates. You can let them know by submitting feedback directly.
 

Simply select the Gear icon in the top right-hand corner and click on Feedback. I also added a link to help give a better idea about Taxable, Exempt, and Zero-Rated Supplies--Key Distinctions Under the GST/HST.

 

Thanks for giving me the opportunity to help. Reach out to me if you have additional questions about working in QBO. I'll be here to answer them.

4 Comments
Established Community Backer ***

Re: How to change the tax category on multiple invoices

There are apps that can make mass changes to invoices in QBO, but you cannot batch reclassify tax rates in QBO. You could edit each of the two tax category (rate) names, essentially swaping them around under "Taxes" / "Add/Edit tax rates and agencies". Then at least the correct tax name and rate will be reflected in your existing customer invoices.

QuickBooks Team

Re: How to change the tax category on multiple invoices

I'm glad to see you here in the Community, Nico de Klerk.

 

I appreciate the details provided since it gives a quick overview on what happened to the transactions. I’d be glad to help and ensure the tax category are properly entered on your invoices.

 

At this time, you’ll need to manually open each invoice and change the category from zero-rated to tax exempt. Since the option to update the tax category by batch is unavailable, I suggest letting our Product Development Team know that adding this feature is beneficial for your business.


Ideas like this, help them decide what to include in future updates. You can let them know by submitting feedback directly.
 

Simply select the Gear icon in the top right-hand corner and click on Feedback. I also added a link to help give a better idea about Taxable, Exempt, and Zero-Rated Supplies--Key Distinctions Under the GST/HST.

 

Thanks for giving me the opportunity to help. Reach out to me if you have additional questions about working in QBO. I'll be here to answer them.

Not applicable

Re: How to change the tax category on multiple invoices

How do I edit tax Categories?

QuickBooks Team

Re: How to change the tax category on multiple invoices

Hello there, @Tcraig.

 

I'm here to share some details on how updating the invoice tax categories works in QuickBooks Online (Canada version).

 

As mentioned by my colleague @Rasa-LilaM, the ability to update the tax category in your invoices by batch is currently not available. What you can do is to manually update the tax category one by one. Just a heads-up though, once changes on the invoice is made, this may create an open balance to your customer.

 

On the other hand, I can see how beneficial this feature to you and your business. I'll make sure to pass along your request to the Product Development Team for future product updates.

 

If you have any suggestions, feedback and product requests for improvement, you can directly send it to us.
 
Here's how:

  1. Go to Gear icon.
  2. Choose Feedback.
  3. Type in comments or suggestions.
  4. Select Next.
  5. Click Skip.
  6.  Hit Send Message.

For additional insights, you may check out this article: Set up your sales tax.

 

Don't hesitate to click the Reply button if you have any other questions about updating your invoice tax category. I'm always here to lend a hand.

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