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Tag: Sales Tax

QuickBooks Insists That I Assign A Sales Tax Code–But Sales Tax Is Turned Off?

| March 28, 2012 | 8 Comments

Here’s a problem that a reader in QuickBooks and Beyond brought to me that I hadn’t seen before. Create an invoice, and when you try to save it you get a message “You must assign a Sales Tax Code to this line item…” . QuickBooks won’t let you save the invoice until you do. The […]

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QuickBooks Sales Tax Reports Don’t Match Total Income

| January 27, 2011 | 14 Comments

I don’t have a lot of taxable sales in my business, so I only have to report my sales tax to California once a year. Throughout the year I just merrily go along entering my sales into QuickBooks, and in January I run my Sales Tax Liability report. I use that report to fill in the values […]

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Mixing Sales Tax Rates in a QuickBooks Invoice

| August 25, 2010 | 6 Comments

The typical way to work with sales tax in QuickBooks is to have one sales tax item or sales tax group that applies to the entire invoice. In some cases, however, you may have a need to charge different rates to different items in the invoice. Here are some thoughts on how to accomplish this.

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FAQ:QuickBooks Inactive Sales Tax Item Still Used?

| May 21, 2010 | 5 Comments

If you make a sales tax item inactive in QuickBooks (which you might want to do if your tax rates change mid year, as I talk about in this article), you may find that when you add a new customer that this inactive sales tax item is still showing as the default item for the […]

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FAQ:How Do You Remove the “T” Column from a QuickBooks Invoice?

| May 21, 2010 | 0 Comments

If you are using sales tax in QuickBooks, the program will usually mark the “taxable” items with a “T” right after the amount for the line. Some people would prefer to not have this.

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FAQ:How Can I Use the “Item” and “Quantity” fields in a QuickBooks Statement?

| May 21, 2010 | 0 Comments

If you edit your statement template in QuickBooks you are given the option to add a column for item, quantity  and rate. However, when your print the statements, nothing shows? How can you get information to show here?

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QuickBooks 2010 R6 Update – 64 Bit QuickBooks PDF Fix and More!

| April 20, 2010 | 47 Comments

At long last Intuit has released the QuickBooks 2010 R6 update to Manual update. This update has a long list of fixes, many that have been VERY anxiously awaited. I’ll review the major changes as I see them (there are more than I list here). Automatic update usually follows a few days later.

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QuickBooks 2009 R11 Update: Fixes PDF Printer Problems with 64 Bit Systems

| February 12, 2010 | 29 Comments

Intuit has released the R11 update of QuickBooks 2009 to manual update today (a date has not been officially announced for automatic update). This release contains an anxiously awaited fix to the faulty PDF driver for 64 bit systems, as well as some other important fixes.

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QuickBooks 2010 R5 Update

| December 29, 2009 | 40 Comments

Intuit has released the QuickBooks 2010 R5 update to manual update, and probably to automatic update later today. This update includes the features I talked about from the short lived R4 update a few weeks ago, without the sales tax bug that was introduced. Let me summarize the “revision mania” here. Then I’ll talk about […]

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QuickBooks 2009 R10, 2010 R4, and Sales Tax

| December 17, 2009 | 12 Comments

My apologies for ANOTHER article on product updates, but things have been changing fast in the past few days and I want to summarize what is going on. The primary focus here is on sales tax in the 2009 and 2010 desktop versions of QuickBook.

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