We create account charges in POS. After financial exchange w/ Quickbooks, our
customers invoices are automatically generated by Quickbooks from the financial exchange data.
We have custom invoices that are designed to
display tax in the Sales Tax data field in the footer of our invoice. Unfortunatly the financial exchange
creates invoices with our state sales tax as a line item, instead
of a footer item. The Sales
Tax data field in the footer is populated w/ tax item “POS Sales Tax 0.0%” (See an image of our invoice at the bottom)
During the financial exchange, POS will automatically create
a sales tax item in Quickbooks (it is an inactive item, you must check “Include
inactive” to see it in the item list) with the name of ”POS Sales Tax” and a
description of “Tax item used for transactions created in QuickBooks POS” and a
Tax Rate of “0.0%”.
The Sales Tax data field in the footer of our custom
invoices is filled in w/ this “POS Sales Tax” tax item. This causes the sales tax in our invoice
footers to be “0.0%” and “$0.0”. While
our sales tax is correctly calculated as a line item, we want it to appear in
the footer like we’ve designed our invoices.
So far the only thing we can do to fix this is to manually
go into each and every invoice and: 1) delete
the sales tax line item 2) select the
TAX drop down list and change it from POS Sales Tax to our State Sales Tax Item
that we’ve created.
Is there anyway to automatically display sales tax in the
footer data field on Quickbooks invoice created from POS account charges?
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