cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 1

Sales Tax removed from invoices after importing from Desktop

We just imported our company file from Desktop to Online. After the import, all of my existing invoices no longer have a sales tax item chosen, so they show no sales tax. This makes my P&L wrong and of my customer accounts now show a credit balance because every invoice no longer has sales tax.


I've rebuilt my data and verified the company file to ensure we didn't have any errors. I only have one sales tax item, so the mapping shouldn't have been a problem. The sales tax rate did change several years ago, so newer invoices have a different rate than older ones.


The support reps I've spoken to seem to think the only way to fix it is to manually change the sales tax item for 10 years of invoices one at a time, which to a business owner, sounds a lot like a discouragement from switching to Quickbooks Online.


Anyone heard of this?


Can any users think of a way to change sales tax items for invoices in batches, or anything else I might change in my company file before importing from Desktop?

37 Comments
Level 1

Re: Sales Tax removed from invoices after importing from Desktop

I should add, if 3rd party tools exist for importing only some transactions, I'd be perfectly willing to hire a Quickbooks Professional to export the last 3 years or so of data into a new, simpler company file in Desktop, then see if the automated conversion to Online works.

Moderator

Re: Sales Tax removed from invoices after importing from Desktop

Hi there, @bricehughes.

 

Thanks for posting here in the Community and for sharing what you've done to isolate this. Let me provide some updates about the issue you're getting when importing transactions from QuickBooks Desktop (QBDT) to QuickBooks Online (QBO).

 

This has been reported as an ongoing issue with an investigation number 23385 and our Product Developers are diligently working to get it fixed as soon as possible. While we don't have a specific timeframe as to when the issue will be resolved, you can manually add the sales tax on the invoices as a workaround.

 

To do this, you may pull up and customize the Transaction List by Date report to show the invoice with the missing sales tax. Here's how:

 

1. Log into your QBO account, then go to Reports menu at the left panel.
2. Enter Transaction List by Date on the search bar.
3. Click Customize, then select the correct date range.
4. Choose Change columns under Rows/Clolumns, then put a check mark on Tax Amount.
5. Select Run report.

 

 

I'd also suggest you contact our Phone Support Team again. I know you already called, but I want to make sure that you'll be added to our notification list. Once you're added, we can immediately notify you once the issue has been fixed and provide you the resolution. To reach them, you can visit this link and scroll down to Connect with a QuickBooks Expert: Get help with QuickBooks Online.

 

On the other hand, you may also wish to consider looking to see if there's a third party app that would be able to assist you with importing transaction to QBO. These apps can be searched at the following website: apps.intuit.com.

 

Thanks for your understanding and patience while we're working to fix this issue. Should you have any follow-up questions, feel free to leave a comment below. I'm always here to help you out. Take care!

Level 1

Re: Sales Tax removed from invoices after importing from Desktop

Did you ever find a 3rd party app to do this? I am in the same position now, trying to fix for the past 60 days.

Was told this is not going to be fixed, it is by design?

Level 1

Re: Sales Tax removed from invoices after importing from Desktop

Did you ever find s 3rd party tool? I am in the same position for the past 60 days trying to resolve and support states it is by design and not going to be fixed.

QuickBooks Team

Re: Sales Tax removed from invoices after importing from Desktop

I'm joining this thread to help with your question, rjroderick.

 

Our engineers are still working to resolve the issue. Please call our phone support if haven't already. It's for us to ask your account details and to add you to the notification list. Email updates will be sent as soon as this is completely resolved. Please click the Gear icon in QuickBooks Online and click Contact Us.

 

Also, all accredited third-party apps are listed in the App Center as previously shared.  

 

We appreciate your patience as we try to resolve the issue. Visit us again if you have other questions. 

Level 1

Re: Sales Tax removed from invoices after importing from Desktop

I have been on the phone with support for over 60 days. They repeatedly tell me this is a feature and will not be fixed nor will they contact me.

 

Please advise

QuickBooks Team

Re: Sales Tax removed from invoices after importing from Desktop

Hey @rjroderick,

 

Thank you for sharing with us your experience with our phone support. As of now, our engineers are still in the process of fixing this issue.

 

This has already been investigated by our engineers and they're also looking for a permanent way to resolve this concern. Rest assured, they’re exerting all efforts to provide you with a solution as soon as possible.

 

In the meantime, you can schedule a callback or Start a chat with our Quickbooks Customer support so they can add you to the list of affected accounts. Once you’ve been added, you’ll then receive email updates about the progress of this issue.

 

Here’s how you can schedule a call back:

  1. Log in to your QuickBooks account.
  2. Click on Help.
  3. Click on Contact Us.

I’ll get back to this post once I hear from our engineers and provide you with the solution. 

 

We appreciate your patience while we fix this issue. If you have follow-up questions or other concerns, please let me know by clicking the Reply button.

Level 1

Re: Sales Tax removed from invoices after importing from Desktop

I have not heard back from support. Is there any eta? what happens in two weeks when I cannot import into my company again?

 

Have been waiting since December for a fix.

 

Appreciate your reply

Anonymous
Not applicable

Re: Sales Tax removed from invoices after importing from Desktop

Welcome back to our forums, @rjroderick,

 

Allow me to step in and share additional update about your sales tax issue after the import.

 

Our engineers are still doing some investigations and are working on rolling out a fix for this unexpected behavior. We haven't got an update about the exact time on when this issue gets resolved. Rest assured, I'll immediately get back to you as soon as they confirm the fix.

 

To temporarily complete your work, you can create journal entries to correct the balances on your reports. To do that, follow the steps below:

  1. Click the QuickBooks Plus (+) icon.
  2. Choose Journal Entry.
  3. Enter the Journal date.
  4. In the Accounts field, enter the adjusting accounts. If unsure, it is best to consult an accounting professional to know which accounts to use.
  5. Enter the mount in the Debits or Credits column.
  6. Hit Save.

Here's an article with the complete steps on how to create JE's in QBO: Create a Journal Entry

 

I appreciate your patience with this ongoing case. I'm always around if you need further assistance. Just click the Reply button below and I'll be glad to get back to you. Have a good one.

Level 1

Re: Sales Tax removed from invoices after importing from Desktop

Once the fix is implemented, will we have to re-import thereby making online unusable until the fix is here?

Anonymous
Not applicable

Re: Sales Tax removed from invoices after importing from Desktop

Hi there, rjroderick.


Our engineers will be the one to cascade the things that you’ll need to do after the issue is fix. This includes if you need to reimport the transactions or just refresh the program. 


For now, we’ll have to wait for their updates and instructions which should be sent through email.


Please continue to bear until we have this completely fix the issue. Also, visit us here again if there’s anything else you need about QuickBooks.

Level 1

Re: Sales Tax removed from invoices after importing from Desktop

If we have to re-import I will lose all work done in QBO, correct? then how would that work? After 60 days you cannot import again, how would that work?

Anonymous
Not applicable

Re: Sales Tax removed from invoices after importing from Desktop

Hi, rjroderick.


Our engineers are taking all possible scenarios in consideration when fixing the issue including what you’ve mentioned. Also, past 60 days transactions can still be imported in QuickBooks Online manually. You’ll just need to secure a backup copy of your QuickBooks Company file. 


Let me know if you have other questions. I’ll be around to help. 

Level 1

Re: Sales Tax removed from invoices after importing from Desktop

today is the last day of my 4th company created waiting for this fix over the last 6 months.

 

I have paid the full amount since last year waiting for this fix.

 

If I am going to start my accounting over, it will not be with Intuit.

 

Is there any update???????????????????????????????????????????????

Anonymous
Not applicable

Re: Sales Tax removed from invoices after importing from Desktop

Hello, rjroderick.


Our developers are set to post an update about their investigation on April 24, 2019. While waiting for the fix, you can enter journal entries to correct the balances on reports and start using QBO anytime.  


If you’re thinking about re-importing and losing all your data in QBO after the issue is fixed, our developers are taking all possible scenarios into consideration. They’ll inform you about the things that you’ll need to do after the fix to avoid these things from happening. 


Let me know if you have other questions about QuickBooks. 

Level 1

Re: Sales Tax removed from invoices after importing from Desktop

finally a reply! Thank you.

 

I look forward to hearing from them on the 24th

Level 1

Re: Sales Tax removed from invoices after importing from Desktop

How will we be notified of the update today?

QuickBooks Team

Re: Sales Tax removed from invoices after importing from Desktop

You'll receive email updates, rjroderick. 

 

Once your account is linked to the list of affected users, our product team will send out email notifications once a fix is applied.

 

We'll keep you updated. Thanks for your patience!

Level 1

Re: Sales Tax removed from invoices after importing from Desktop

Catherine,

 

I am referring to the post above where MikiD stated we would receive a response today

 

 
 MikiD QuickBooks Team
 
Re: Sales Tax removed from invoices after importing from Desktop

Hello, rjroderick.


Our developers are set to post an update about their investigation on April 24, 2019. 

 

QuickBooks Team

Re: Sales Tax removed from invoices after importing from Desktop

Hey @rjroderick,

 

Our engineers are still working on a fix and get it released as soon as possible. Don't worry, once they post an update, you'll be receiving it as well through your email if you've been added to the list of affected users.

 

If you haven't been added to the list yet, I suggest contacting our QuickBooks Customer Support. This way, they can add you to the list of affected user and get updates about the issue.

 

Here's how you can contact them:

  1. Log in to your QuickBooks account.
  2. Click on Help.
  3. Click on Contact Us.

Also, I'll personally get back to this thread once an update has been released.

 

We appreciate your patience while we are fixing this. Please let me know if you have other questions.

Level 1

Re: Sales Tax removed from invoices after importing from Desktop

For any future customers waiting for a reply to this error (5+ months waiting for fix) here is the big update from today:

 

Thank you for requesting updates on QuickBooks Desktop customers converting to QBO see incorrect balances on reports due to missing transactions assigned to VAT tax code H. While we haven’t resolved this unexpected behavior yet, here is the most recent information:

 

Current Status:

 

Our product team is investigating this experience you're having after migrating data from your Desktop company to your QBO company. We have not seen a change to the current experience at this time. 

 

Our next update is currently scheduled for: Wed May 08 12:00:00 GMT 2019

 

We thank you for your patience.

 

Level 1

Re: Sales Tax removed from invoices after importing from Desktop

Wow! I have to say I'm just blown away with this response from QBO! We are trying to convert as well and all of our taxable invoices have come over missing the Tax Rate. So a customer invoice says taxable yet there is no Sales Tax Rate applied. This leaves us with a credit balance for the customer in the amount of the sales tax. Is this the same issue everyone is having?? Holy cow, how long has QBO been out?? Please add us to the updated list. Until then we will have to steer clear of converting

Anonymous
Not applicable

Re: Sales Tax removed from invoices after importing from Desktop

Hi there, BurkeServ.

 

Yes. This is part of the issue that our engineers are still working on. Upon checking the investigation, they’re soon to release another update on the 8th of May 2019. To get notifications about their updates, you can reach out to our support team through these steps:

  1. Click Help at the top. 
  2. Select Contact us. 
  3. Provide a brief information about your concern. 
  4. Click Continue. 

Please let us know if you have other questions about QuickBooks. We’ll be around to help. 
 

Level 1

Re: Sales Tax removed from invoices after importing from Desktop

I finally had to cancel the subscription after waiting since December to use QBO. What a waste of $1000's and they could care less

Need to get in touch?

Contact us