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April 20, 2020
Question

Why and what --->How to choose a default tax code for credit card account

  • April 20, 2020
  • 1 reply
  • 2 views
No text available

1 reply

Level 5
April 20, 2020

Hi there, 

 

Setting up a default tax code on your account helps save time when creating new transactions. I'd be glad to show you how to do that using simple steps in QB Online. 

 

From your home screen, follow the steps below: 

  1. Go to Accounting, then select Chart of Accounts.
  2. Choose the chart of accounts you want to assign the same tax code to.
  3. Select Batch Actions, then select Set default Tax code.
  4. Select the default code, then select Apply.

In case you get stuck, don't hesitate to reach back. I'll one message away. Otherwise, enjoy the rest your week. Stay safe! :)