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sergedental
Level 1

I am getting "Make sure all your transactions have a VAT rate before you save." and "The transaction needs to be in the same currency as the A/R and A/P accounts you use

 
1 Comment 1
ChristieAnn
QuickBooks Team

I am getting "Make sure all your transactions have a VAT rate before you save." and "The transaction needs to be in the same currency as the A/R and A/P accounts you use

Hi there, sergedental.

 

The "Make sure all your transactions have a VAT rate before you save" message will appear if you set the Amounts are into Inclusive of or Exclusive of tax. If you don't want to see this message when creating an invoice, I suggest selecting the No VAT from the Amounts are the drop-down arrow.

 

I attached a screenshot below for visual reference:

 

Invoice No vat.JPG

 

However, if you already set up the Amounts are to No Vat and you still receiving the message, this could be a typical browser's cache store data from previous websites you've visited. However, as it collects information, it might cause display issues in QuickBooks Online.

 

I suggest logging into your QBO account using a private browser. Browsing privately disables the cache from saving your browsing data. And, it's a good way to check issues caused by a full cache.

 

Here's how to use private browser and use these keyboard shortcuts:

 

  • For Internet Explorer of Firefox, press Ctrl + Shift + P.
  • For Chrome, press Ctrl + Shift + N.
  • For Safari, hold down Command + Shift + N.

 

If it works in incognito, I recommend clearing the cache of your regular browser. This removes the history or log of sites so you can start with a clean slate. If the steps above didn't work, use another supported browser as alternatives.

 

For your other message received about transaction needs to be in the same currency as the A/R and A/P accounts, you'll encounter this alert once your accounting has journal entries that mix currencies for customers or suppliers. I suggest correcting these to avoid incorrect open balances for them, or incorrect exchange gains or losses in your accounting. For additional information and to fix this alert, you can check this article: Mixing currencies in journal entries.

 

Please check this article to see information on how to handle changing tax rates: Manage a tax rate change.

 

Please know that you're always welcome to post if you have any other concerns. Wishing you and your business continued success.