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Quickbooks POS exchanging data with Quickbook Financial

When Quickbooks POS exchanges data with Quickbooks Financial

It brings over the POS sales tax then QB financial gives it Sales tax again.

How can I get ride of the sales tax for ONE.. either POS or financial? 

At this point I have to go into Quickbooks Financial and delete the line item sales tax.

I made sure that the it is not in lists, I am at a loss on how to only have ONE sales tax charge.

 

Thank you for your time

 B

 

5 Comments
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Moderator

Quickbooks POS exchanging data with Quickbook Financial

Thanks for reaching out to the Community space, @BMarie.

 

After connecting Point of Sale with the Desktop version, it'll also bring the sales tax data. This is a normal process to ensure your records are correct.

 

For more information about connecting your QuickBooks Desktop Point of Sale to your QuickBooks Desktop software and share data, take a look at this article: Financial Exchange Overview.

 

Fill me in if you have other questions concerning QuickBooks, I'm always here to help. Have a nice day.

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Level 1

Quickbooks POS exchanging data with Quickbook Financial

I do realize that the POS sales tax comes over to Financials.  However in Financials

the sales tax will charge it again.  I do not know how to only have either POS or Financials list the sales tax.

If I remove Sales tax from the financial end, then I can NOT see my sales tax reports to file with the state.

 

If you have any solutions, I would greatly appreciate it.

 

BMarie

 

 

 

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QuickBooks Team

Quickbooks POS exchanging data with Quickbook Financial

Hey there, @BMarie

 

Thanks for reaching back out to the Community. 

 

I can see how frustrating it could be when exchange data between POS and QuickBooks Desktop (QBDT). However, let's work together and get this problem handled. 

 

To give you the best answer as to why you're seeing two sales tax within your QBDT account, please provide me with some additional details or screenshots on this matter? This will allow me to determine the best solution for your business. 

 

In the meantime, you can check out this link about managing your sales tax in Point of Sale when running the Financial Exchange

 

It's my priority that you're able to get the sales tax setup correctly as soon as possible. I value you and the success of your business. I'll be waiting for your response. 

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Level 1

Quickbooks POS exchanging data with Quickbook Financial

Here is the photo shot:

 

The POS slip has tax listed.... Then Financial list tax twice?  I have to manually go in and delete

one of the sales tax in order for the invoice to read correctly.  How can I get ONE on the sales tax amount
off, without having to go into each invoice and remove it manually?

 

Scan_0001.jpg

Highlighted
QuickBooks Team

Quickbooks POS exchanging data with Quickbook Financial

Thank you for getting back, @BMarie.

 

The duplicate tax showing up on the POS slip may happen during the financial exchange or when transferring data from QuickBooks Point of Sale to QuickBooks Desktop and vice versa. It's recommended to review your transactions to avoid discrepancies.

 

Also, you may update your account to the latest release to optimize its performance. For your guide, check out the instructions from these links:

 

To learn more about the process of sharing information between these two programs, feel free to open this link.

 

Also, here's an article you can read more about managing sales tax in POS when running the financial exchange.

 

Let me know how else I can help you with QuickBooks. I've got your back and am always happy to help. Thanks for coming, keep safe always!

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