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purchasing3
Level 1
posted
‎March 08, 2020 03:47 AM
last updated ‎October 05, 2020 9:44 PM

How to not use the tax code when uploading bank transactions

 
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1 Comment 1
Rose-A
Moderator
Moderator
‎March 08, 2020 05:03 AM

How to not use the tax code when uploading bank transactions

Hi, purchasing3.

 

I'd be glad to provide you the steps to disable the option for tax code when uploading your bank transactions. You can choose the No VAT option on your Account and Settings section.

 

Here's how:

 

  1. Click the Gear icon at the upper right corner and choose Account and Settings.
  2. Go to the Advanced tab and click the Accounting area.
  3. Choose No VAT.
  4. Hit Save.
  5. Click Done.

Once done, you can follow the steps in the following article in uploading your bank transactions: Manually upload transactions into QuickBooks Online.

 

Additionally, I'm adding these helpful articles to help you manage your bank transactions:

 

Feel free to drop me a reply below if you need more help with importing or anything tax code related to QuickBooks Online. I'll be around to lend you a hand.

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