Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Solved! Go to Solution.
Thanks for the screenshots, usersolah.
It's best for this to be checked further to see what's really going on so I suggest reaching out to our Customer Support Team. The new "Help" menu interface:
For the old "Help" menu:
Keep on posting here if you have other concerns. Wishing you all the best!
Let's perform some troubleshooting steps to get the Tax column working on your invoices, usersolah
I appreciate you for providing us a screenshot to better isolate the issue. Let's make sure we use the angle brackets (<>) for elements on your template that should be mapped to QuickBooks fields. Then, add the tax rate in your invoices in the spreadsheet if you collect taxes. When importing, you can map the tax codes you created into QuickBooks tax codes. You can also map each of your column headings to the invoice fields during the import.
If you're already imported the correct template and the same thing happens, let's try opening your account using a private browser or an incognito window. This browsing doesn’t store data and will help the page load without issues from temporary data.
If it works, it’s a good idea to clear the cache to start on a clean slate. This process helps the browser to fetch the latest version of the webpage and a faster browsing experience. You can also use a supported, up-to-date browser to roll out the possibility of a browser-related issue.
Feel free to visit our Manage Customers and income page for more insights about managing your income and customer transactions.
I'd like to know how you get on after trying the steps, as I want to ensure this is resolved for you. Just reply to this post and I'll get back to you. Take care always.
Thank you for the quick response.
The angle brackets <> used were correct as you can see in the screenshot attached. And I think mapping also done correctly. Please check the screenshot to see if I am doing correctly.
I have also tried it using private window - it does not solve the problem.
By the way it shows correctly in Preview window when importing (Screenshot below). It is not showing in real invoices.
When I use standard invoice, tax displays correctly, when using custom templates it does not.
Thanks for the screenshots, usersolah.
It's best for this to be checked further to see what's really going on so I suggest reaching out to our Customer Support Team. The new "Help" menu interface:
For the old "Help" menu:
Keep on posting here if you have other concerns. Wishing you all the best!
Did this ever get fixed? I am having the same issue with imported custom invoices. It says everything mapped correctly, but the tax line never works.
I understand that dealing with tax lines on imported custom invoices that aren't working can be upsetting, Edgerton.
I'll route you to the best support available to have this specific issue thoroughly examined and addressed. Please get in touch with our Online Support Team. They have the tools to access your account and can further assist you in investigating this matter.
Here's how:
In addition, I recommend referring to this article as a helpful guide in managing and recording payments received from your customers: Record invoice payments in QuickBooks Online.
You can always reply in the comments below if you need further assistance managing invoices. We'll be right here, willing to help at any time. Have a good one!
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here