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useraalomari
Level 1

Hi to categories "the bank" the system ask me to track the tax. the problem is "account receivables / account payables" , must not include tax. Could help me ?

 
7 Comments 7
AlexV
QuickBooks Team

Hi to categories "the bank" the system ask me to track the tax. the problem is "account receivables / account payables" , must not include tax. Could help me ?

Thanks for posting here, useraalomari.

 

Allow me to share some details about taxes.

 

In QuickBooks Online, you can create a zero tax rate. Then, you can use it for those transactions that must not include taxes. You can follow these steps:

  1. Go to the Taxes menu and click the Add Tax button.
  2. Tap the Tax rate section to enter a new rate.
  3. Follow the on-screen steps and click Save.

You may also want to check this link: How do I set up sales GST/VAT rates and use them on forms? (International QBO). This will explain how to use the Tax feature in QuickBooks.

 

Need more assistance? Just keep your posts coming and we'll respond as soon as we can.

useraalomari
Level 1

Hi to categories "the bank" the system ask me to track the tax. the problem is "account receivables / account payables" , must not include tax. Could help me ?

Sorry, i already tried that way but still does not work.

thanks

AlexV
QuickBooks Team

Hi to categories "the bank" the system ask me to track the tax. the problem is "account receivables / account payables" , must not include tax. Could help me ?

Thanks for the reply, useraalomari.

 

I want to make sure you're able to categorize the transactions without sales taxes. However, I need more details so we can fix it.

 

Are these transactions you're referring to are from the Banking? What happens when you use a zero tax rate? Any additional info will us determine the best resolution for this. It'd also be best if you can attach a screenshot too.

 

We'll keep an eye on this post. Thanks!

useraalomari
Level 1

Hi to categories "the bank" the system ask me to track the tax. the problem is "account receivables / account payables" , must not include tax. Could help me ?

thanks for your attention,

 

 

 

Are these transactions you're referring to are from the Banking?

the transactions uploaded by "csv" file.

What happens when you use a zero tax rate?

"You cannot track tax on accounts of types Accounts Receivable and Accounts Payable". a message that given from the system.

  

It'd also be best if you can attach a screenshot too.

please check the attachment below.

 

 

 

 

 

FritzF
Moderator

Hi to categories "the bank" the system ask me to track the tax. the problem is "account receivables / account payables" , must not include tax. Could help me ?

Thanks for getting back to us, @useraalomari.

 

You should be able to categorise your bank transactions after entering a zero tax rate in QuickBooks Online (QBO). To check if this is a browser-related (cache and cookies) issue, try signing into your QBO using a private browser (incognito).

 

Here's how:

 

  • Press Ctrl Shift (Google Chrome).
  • Ctrl Shift (Firefox).
  • Control Option (Safari).

 

Once logged in, try to categorise them again to double-check. Refer to this article for the detailed steps on how: Categorise and match online bank transactions in QuickBooks Online.

 

If it's successful, return to your default browser and perform a clear cache to refresh the system. However, if the issue persists, try using other supported browsers.

 

Reach out to me in the comment section below if you have any other concerns. I'm more than willing to answer them. Have a great day!

useraalomari
Level 1

Hi to categories "the bank" the system ask me to track the tax. the problem is "account receivables / account payables" , must not include tax. Could help me ?

unfortunately, the problem didn't solved.

 

we hope to find a solution soon.  

MarsStephanieL
QuickBooks Team

Hi to categories "the bank" the system ask me to track the tax. the problem is "account receivables / account payables" , must not include tax. Could help me ?

Hello there, @useraalomari.

 

I can see that you're still not able to categorize the bank transactions uploaded through a .csv file even though you've already performed the browser troubleshooting steps. Since this needs to be checked further, I'd recommend contacting our QuickBooks Online Support Team. They have the tools to verify your account and check further about the issue.

 

Here's how to get in touch with our customer care team:

 

  1. Sign in to your QuickBooks Online company.
  2. Click Help (?) at the top right.
  3. Select Contact Us to connect with a live support agent.
  4. Enter your concern about the bank categorization and submit your details.

 

I've added this article for your future task when you're ready to assess your business financials: Reconcile an account in QuickBooks Online.

 

You're always welcome to let me know how the contact goes by commenting below. I'm always right here whenever you have follow-up questions.