Account management
Thank you for your effort in troubleshooting the missing option on your inventory item, 2A. Let me share a workaround to ensure you can add sales taxes and save them.
The checkbox for taxable items is no longer available during the setup. However, you can add them to the invoice form and edit sales tax from there. Here's how to do that:
- On the left panel, go to the Sales menu then hover your mouse over Invoice.
- Select Create invoice or Edit the existing ones.
- Fill out the necessary information and choose the items in the Product or service section.
- Scroll down to Sales tax and click See the math.
- Navigate to the Products and services, and select Edit to show the Edit sales tax option.
- Browse the sales tax category and rate to describe this product or service.
- Click Done, then Save and continue, and Close.
I recognize the convenience of having the option to make an item taxable when adding or editing a product or service. Since this field is no longer available, I recommend submitting a request regarding this change so our product developers can consider reinstating it in future updates. Follow the steps below:
- Go to the Gear icon at the top.
- Under the Profile column, select Feedback.
- Share your suggestion regarding the missing notification, then click Next.
Keep an eye on your suggestions on this website and visit our blog for recent developments.
Additionally, I suggest contacting our customer support for personalized assistance with the migration process.
Afterward, create and send customer statements to remind them about their upcoming deadlines and receive your receivables on time.
Once settled, register your revenues in the system to monitor the business finances: Record invoice payments in QuickBooks Online.
If you have other questions besides sales taxes and forms, we'll surely address them. In the meantime, add a response below for more questions regarding invoices.
