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info-draccountin
Level 1

It is not allowing me to change vat type on allocations. Please assist.

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1 Comment 1
RogelioL
QuickBooks Team

It is not allowing me to change vat type on allocations. Please assist.

I can see how important it is to change your VAT type on allocations, and I'm here to help you sort this out. 

 

Firstly, there are several reasons why you can't change the VAT type. Let's explore a few: 

  1. Settings Restrictions: You might be restricted from changing the VAT type based on your current settings.
  2. Permissions: If you’re not the account administrator, you may not have the necessary permissions to make these changes. 
  3. Locked Transactions: Some transactions are locked if they belong to a closed accounting period or have already been reconciled.

 

To help you narrow down the issue, could you confirm if you've encountered any specific error messages? Also, what type of transactions are you working on? Any additional information will be highly appreciated. 

 

In the meantime, let's perform browser troubleshooting. This way, we can determine if this issue is caused by an accumulated cache.

 

We can start by opening your account using a private window. To save you time, please use either of these shortcut keys for different browsers:

  • Google Chrome and MS Edge: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Safari: Command + Shift + N

 

If you can change the VAT type in a private browser, clear your cache so the system can start fresh. If you continue to encounter issues, switching to a different supported browser could help identify the problem.

 

Additionally, you might want to take a look at this helpful article on how to wrap up your previous fiscal year and get ready for the new one: Year-end guide for QuickBooks Online.

 

Feel free to reach out if you have further concerns about changing your VAT type on allocations. I'm just a message away and happy to assist.