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Nico de Klerk
Level 2

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 November 23, 2018

Best Answers
Rasa-LilaM
QuickBooks Team

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.

View solution in original post

7 Comments
Regina_Lend_A_Hand_Accounting
Level 9

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.

Rasa-LilaM
QuickBooks Team

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.

View solution in original post

Tcraig
Level 1

How to change the tax category on multiple invoices

How do I edit tax Categories?

IamjuViel
QuickBooks Team

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.

Joachim Design
Level 1

How to change the tax category on multiple invoices

This exact problem happened to all of my "Products and Services" upon switching to the Online version - I have easily 300 + service categories underneath 8 different headings and although they all imported as "non-taxable," if I even edit the wording in the description (which now I have to do since the time sheets no longer permit the person inputting the information to see the heading (in this case Phase of Architectural Design) there is no clarity whether the drawings were being done during Design Development or Construction Documents) then the Online program INSTANTLY changes the "non-taxable" service to "taxable."  It has to be the default setting, but why it would alter  ITSELF upon my opening a line item to alter anything is sooooo aggravating and leaves me having to scroll scroll down for every.  single.  change.  I do not have an answer, although I was on a chat deal for an about 90 minutes yesterday and had to leave for a client meeting.

JonpriL
Moderator

How to change the tax category on multiple invoices

Hello @Joachim Design,

 

Ideally, your company data should be an exact copy of what you have from the desktop version. I'd suggest contacting our Data Services Team so someone can help you check your company data and how you can import is without having the issues on your products and services. You can read through this article to learn more: QuickBooks Data Services FAQ.

 

Lastly, I've got you these helpful articles for ideas about managing your account and transactions: Help Articles for QuickBooks Online.

 

Fill me in if you have any other questions. I'll be happy to help.

Joachim Design
Level 1

How to change the tax category on multiple invoices

It was an exact copy.  It is when I EDIT Products or Services that it defaults to Taxable.  My issue isn't with the Invoicing, it is with what used to be the "List of Items" that becomes imported as "Products and Services," which DOES WORK just fine; post-import if I so much as open one of the Products and Services to change one word in the description it THEN AUTOMATICALLY CHANGES the Service to taxable.  I will do as you suggest and try the Data Services Team but I am fairly sure, just as happened with the poor person with 1,000 Invoices, I will be forced to change each and every one of the 300-400 of my Service line items separately.  They all line up and you can "click all" things, so it would be really great if then I could batch click the "Taxable" column and turn OFF the "taxable" checkbox as it looks like it would be fairly simple to achieve.  I think there are very few real "batch actions" that can be done.

 

Thank you.  I'll try Data Services.

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