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stanley-spartech
Level 1

On the invoices how do i set it to just show wordingas "VAT @ xx%" not "VAT agency @ xx%" ?

 
6 Comments 6
Maybelle_S
QuickBooks Team

On the invoices how do i set it to just show wordingas "VAT @ xx%" not "VAT agency @ xx%" ?

Hello there, @stanley-spartec.

 

We can edit the name of the tax in your settings to remove the word agency, and it will reflect on your invoices. To do this, go to the Taxes tab, and click the less than < or greater than > symbols to find the custom tax. Then, click on Edit VAT agency @ xx%.

 

 

I've added this link about customising sales forms in QuickBooks Online: Customise invoices, estimates, and sales receipts. It will guide you on how to personalise and add specific info to your sales forms.

 

Please know that you can always count on me if you have other questions about invoices and taxes in QuickBooks.

stanley-spartech
Level 1

On the invoices how do i set it to just show wordingas "VAT @ xx%" not "VAT agency @ xx%" ?

thanks for your reply, i tried this but don't have the < and > arrows and only have edit VAT and cannot find the "agency" word anywhere but it still shows on the invoices

LeizylM
QuickBooks Team

On the invoices how do i set it to just show wordingas "VAT @ xx%" not "VAT agency @ xx%" ?

Hi there, stanley-spartech. 

 

I'd be glad to share some information about the feature in QuickBooks Online (QBO).

 

The QuickBooks version used by the previous agent above is for QBO Plus India. This is why, we're unable to see the arrows in your QBO. Please keep in mind that the features available in QuickBooks Online may vary depending on the version of the software. 

 

I understand that having the option to set it to just show wording as VAT instead of VAT agency can benefit your business. However, this is currently unavailable.

 

Please know that we're constantly taking your suggestions while making product updates to enhance our customer's experience with program features while using QuickBooks. It's best to send this Feedback to our Product Development Team. 

 

Here's how:
 

  1. Select the Gear icon at the top, then Feedback.
    LeizylM_0-1683215998657.jpeg
  2. Enter your comments or product suggestions then select Next.
  3. You'll be provided a list of suggested Help articles related to your comment. You can read through them or select Skip and send a message.
  4. From the drop-down, choose the appropriate category, then select Send a message.

 

Additionally, you can check out this article to learn more about how to personalise and add specific info to your invoice and other form styles: Customise invoices, estimates, and sales receipts in QuickBooks Online.

 

Keep me posted if you still have questions or concerns about managing your invoices in QBO. It's always my pleasure to help you out again. Keep safe!

stanley-spartech
Level 1

On the invoices how do i set it to just show wordingas "VAT @ xx%" not "VAT agency @ xx%" ?

i have tried whats in the video and even added some fields like company registration number, which also is adds the wording differently to whats shown on the form edit page:

 

edit view:

1---.png

 

resulting invoice view:

 

image.png

 

the wording totally changes and even if i do this directly on the invoice by clicking customise then EDIT CURRENT, it just does not present the exact same details

 

stanley-spartech
Level 1

On the invoices how do i set it to just show wordingas "VAT @ xx%" not "VAT agency @ xx%" ?

even on the email it is shown wrongly not as setup

 

image.png

FateCandylaneT
QuickBooks Team

On the invoices how do i set it to just show wordingas "VAT @ xx%" not "VAT agency @ xx%" ?

I know this hasn't been an easy process for you, Stanley. Allow me to chime in and share additional insights to get things sorted out.

 

I appreciate you for doing the steps and the screenshot you've provided. To ensure this gets resolved, let's make sure you've logged in as the Primary admin of your company. Also, we can consider performing troubleshooting steps to rule out the possibility of a webpage issue. Please refer to these keyboard shortcuts to open one:

 

  • Google Chrome: Ctrl Shift N.
  • Mozilla Firefox and Microsoft Edge: Ctrl Shift P.
  • Safari: Command Shift N.

 

You can also try opening your account in a different browser. This could be an issue with the browser that you're using. Once it works from there, go back to your regular browser and clear its cache.

 

However, if the issue persists, I'd suggest contacting our Customer Care Team. They have the tools to review your account and assist you with real-time processes.

 

Here's how:

 

  1.  Sign in to your QuickBooks Online account.
  2. Go to the Help button.
  3. In the QuickBooks Assistance chat box, select Talk to a human and choose I still need a human.
  4. You can also Start a chat with a support expert or Get a callback.
  5. Select Contact Us

 

Moreover, I'm adding this reference to guide on how to enter received invoice payments on your account: Record invoice payments in QuickBooks Online.

 

Keep us posted if you have additional questions about customising invoices. We'll be around whenever you need help. Have a good one!