Comments on: How QuickBooks Shows Sales Tax on Invoices

By: Charlie

Charlie — Wed, 28 Dec 2011 20:50:26 +0000

Laura, I don’t work with IIF, so I can’t give you much help there. I avoid IIF as much as possible, as it is not a great way to import things. I prefer to use the Transaction Pro Importer (www.baystateconsulting.com). I don’t know what method you are using to add sales tax, but it sounds like you are trying to add it using an item, and that item isn’t set up properly.

By: laura

laura — Wed, 28 Dec 2011 20:12:13 +0000

I am importing using IIF. I just want to be able to import it into quickbooks, but our normal invoices that I import do not have taxes on them. On this particular invoice there has to be sales tax added. From the original source the tax has been added so is there a way that I can bypass this one invoice to import it into Quickbooks.

By: Charlie

Charlie — Wed, 28 Dec 2011 18:51:03 +0000

Laura, are you “importing” this, or entering it directly from the user interface? If you are importing, HOW are you importing (IIF, or a tool)? When you add sales tax, are you trying to create an item to handle the sales tax?

I’m guessing that you are creating an item in the item list, like a service charge or something, and trying to associate the “account” with sales tax payable? You wouldn’t do that, you would want to create a “sales tax item” specifically.

By: laura

laura — Wed, 28 Dec 2011 18:34:29 +0000

I am wanting to import an invoice from another program into Quickbooks. Our invoices do not usually have sales tax at all so there is no problem inputting them from this other program. This particular invoice has sales tax . When I try to input it into Quickbooks it says : “You cannot associate an item with sales tax payable, Undeposited Funds, accounts receivable, accounts payable, or non-posting accounts. Usually, if you sell the item, use an income account; if you buy it, use a expense account.” I have no idea what to do or to change to make it so I will be able to import this invoice. Any guidance or assistance would be greatly appreciated.

By: Charlie

Charlie — Mon, 07 Nov 2011 00:35:43 +0000

On the invoice? Show both? QB doesn’t accommodate that. I’ve not run into a situation where you need to show both on the actual invoice…

By: Edwin

Edwin — Sun, 06 Nov 2011 13:18:05 +0000

What happens for tax reasons you want to display foreign invoice and include home currency for tax purposes? how do you go arround this?

By: Charlie

Charlie — Mon, 10 Oct 2011 20:56:05 +0000

Jeff, you can either do a “print preview”, rather than actually printing it to paper. Or, you can insert a “subtotal” item as the last line in the order to get the subtotal before tax – and either remove it before printing or use that to show the subtotal on the printed form rather than in the footer.

It is odd that they don’t show a pre tax subtotal on screen – but that is the way it is. Use the “feedback” option in the Help menu to suggest a change, if enough people ask for it they may consider it.

By: jeff

jeff — Mon, 10 Oct 2011 19:14:32 +0000

Charlie,
Thank you for continuing to offer support on this topic. I’m running QB 2011 Contractor Edition but I think this has been the same issue for years. If you look at the photo of step you describe as…

“We can use the Additional Customization feature to add sales tax in the footer of the form – I recommend also adding a subtotal.”

The ability to display “Subtotal” on the screen in the footer section is grayed out, you can’t select it. Do you know how to fix this or make the subtotal appear on the screen? Our new credit card processing machine wants to enter the subtotal and then the sales tax but it’s awkward when you can’t see the subtotal on the screen. Printing it is kind of uncool because I have to print it, then run the card, the mark as paid, then reprint it for the client.

Thanks!

Jeff

By: Charlie

Charlie — Wed, 22 Jun 2011 14:57:16 +0000

Beth, I’m not aware of a compatible add-on product that would give you that kind of subtotalling at the bottom of the order.

By: Beth

Beth — Wed, 22 Jun 2011 13:01:36 +0000

I’m in the US and using QB Pro 2011. Our business is export so I invoice internationally. It sounds like line by line might be the best for us but I was hoping to also be able to sum it at the bottom by tax type. Is it possible when there is more than one tax rate? Is there a plug in that might help with this?