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finance47
Level 1

Does anybody can tell me how to choose tax name for bundle when I want to create invoice. I could have done it before, but now it is not impossible.

 
1 Comment 1
MaryLurleenM
Moderator

Does anybody can tell me how to choose tax name for bundle when I want to create invoice. I could have done it before, but now it is not impossible.

Good day, finance,

 

Selecting sales tax for a bundle is done per item.

 

The bundle might not have recognized the products that are taxable. Let's try to delete and recreate the item. Here's how:

 

  1. Click the Gear icon.
  2. Select Products and Services.
  3. Locate the bundled item, and click the arrow next to the Edit link.
  4. Choose Make Inactive.

Then, recreate the bundled item. Create an invoice to see if you can now select the taxes.

Though you can try to do basic troubleshooting, if you're still unable to do it. Let's use a private browser, and create an invoice.

 

If you're able to select the taxes for the bundled item, go back to your regular browser and clear the cache. You can also try using a different browser to see if you're getting the same result.

 

If you bump into other question about the products and services in QBO, drop a comment below.