nsmith7561
Level 1

What value should go into the Tax field for a batch CSV sales receipt?

We are trying to use the Batch Transactions for our sales receipts. I have created a CSV file, but not sure what value I should put in the Tax field.  It seems to be a on/off field with a check box. What should be the value on the CSV file to turn it on.
Kevin_C
QuickBooks Team

Account management

You can use either 1 or 0 as the value in the tax field, @nsmith7561. I'll go over the details below.

 

Simply add a Tax column to your CSV file and enter 1 in the field if the product or service is taxable, and 0 if it's not taxable. See this screenshot below for your visual reference:

image.png

image.png

 

For more details about importing sales receipts, refer to this article: Create sales receipts in QuickBooks Online.

 

Additionally, if you want to track and assess your recorded transactions and their current statuses in the Sales menu, you can refer to this article: View sales transactions in QuickBooks Online.

 

You can rely on me for the necessary resources and information regarding importing sales receipts in QuickBooks. If there's anything else you need to ask, leave a comment below. Have a great day!

nsmith7561
Level 1

Account management

I am going to New.. Selecting Batch Transactions, then selecting Sales Receipts.  From there it asks me my upload csv file.. Then I match my fields.  I put a 1 or a 0 in the Tax field, but it did not work. I still had to manually check the blue box for the tax to work. I am not doing the Spreadsheet Sync.  

JanbonN
QuickBooks Team

Account management

We appreciate your efforts in following the steps provide by my colleague, nsmith7561. Allow me to chime in to this thread and provide more details.

 

While attempting to import the CSV, are you using the new layout? If so, please switch to the old layout and try importing the CSV again. If it works, we recommend using that layout for the time being.

 

If you don’t have the option to revert to the old layout, you will need to manually review the taxable entries. That said, we can submit feedback to our product engineers for them to analyze and consider adding this in future updates.


Here's how to submit your request:
 

  1. Go to the Gear icon and select Feedback.
  2. Enter your comments or product suggestions.
  3. Tap Next to submit.

 

Additionally, you can run customer reports to get a comprehensive overview of your accounts receivable transactions.

 

Let us know if you have other concerns about importing your sales receipts. We're here to help you in any way we can.