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bilalkothawala
January 27, 2023
Question

Import invoices isn't quite ready to support sales tax

  • January 27, 2023
  • 23 replies
  • 108 views
Import invoices isn't quite ready to support sales tax

    23 replies

    LieraMarie_A
    LieraMarie_A
    Level 8
    January 27, 2023

    Hi there, @bilalkothawala. I hope you're having a successful week.

     

    Currently, the option to import invoices into QuickBooks Online with sales tax turned on is not available. This is why you're getting the error message "Import invoices isn't quite ready to support sales taxes." However, you can check out our third-party app options to see if they offer an app that supports importing invoices. 

     

    You may also follow these steps to look for an app:

     

    1. On the left panel, click Apps.
    2. Go to the Find Apps tab.
    3. Use the search bar to look for an app.

     

    Refer to this article for more info: Install and Use Apps.

     

    For future reference, the following article outlines the steps on how to personalize the look on your forms: Customize Invoices, Estimates, and Sales Receipts.

     

    Keep me posted if you have any additional questions about importing concerns. I'll be right here to help.

    stuartdupuy1
    March 20, 2023

    Why did Intuit randomly stop allowing the import function? This is extremely disruptive and I just switched to QBO a month ago and now it no longer works...will you be turning it back on? Thanks.

      Fiat Lux - ASIA
      Fiat Lux - ASIA
      Level 14
      January 27, 2023

      @bilalkothawala 

      Prepare your Invoice data with the following template

      RefNumberCustomerTxnDateDueDateShipDateShipMethodNameTrackingNumSalesTermLocationClassBillAddrLine1BillAddrLine2BillAddrLine3BillAddrLine4BillAddrCityBillAddrStateBillAddrPostalCodeBillAddrCountryShipAddrLine1ShipAddrLine2ShipAddrLine3ShipAddrLine4ShipAddrCityShipAddrStateShipAddrPostalCodeShipAddrCountryPrivateNoteMsgBillEmailBillEmailCcBillEmailBccCurrencyExchangeRateDepositToBePrintedToBeEmailedAllowIPNPaymentAllowOnlineCreditCardPaymentAllowOnlineACHPaymentShipAmtShipItemDiscountAmtDiscountRateTaxRateTaxAmtDiscountTaxableLineServiceDateLineItemLineDescLineQtyLineUnitPriceLineAmountLineClassLineTaxable
      101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!     0NYNNY12Shipping 0.02  Y MP3 PlayerBlue MP3 Player255  TAX
      101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!     0NYNNY12Shipping 0.02  Y Leather CaseLeather Case210  TAX
      101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!     0NYNNY12Shipping 0.02  Y Gift CardsGift Cards25  TAX
      102Leonard Walker Inc01/10/2020    Net 30  9 Winding Road   WinchesterNY12345 9 Winding Road   WinchesterNY12345  Thank you for your order!     0YNNNY      Y HandheldsPortable Game Player1100  TAX

       

      then use an importer tool to proceed

      https://get.transactionpro.com/qbo

       

      Dara6
      February 16, 2023

      what importer tool do you use to import invoices to QBO if you have sales tax turned on?

      MaryLandT
      MaryLandT
      Level 10
      February 16, 2023

      I hope you're having a successful business week, Dara6.

       

      I'm unable to dictate any application here in the Community forum. But you can check out our QuickBooks App store to see if they offer an app that supports importing invoices with sales tax.

       

      If you have an app that isn't integrated to QuickBooks, you can contact our Intuit Developer Team. They'll help sync both programs and see how you can import invoices with sales tax. Here are the steps you can follow.

       

      1. Go to this link: https://help.developer.intuit.com/s/.
      2. Choose QuickBooks Online.
      3. Click Log in.
      4. Choose Sign In if you have an existing account or select Create Account to sign up.
      5. Click Ask a Question.
      6. Enter a brief discussion of your query, then click Ask.
      7. They'll respond to your query once posted to their forum. 

       

      In addition to this, you can also import other lists aside from invoices. Check out this article to see what data you can move: Learn how to import your lists (vendors, customers, inventory, and chart of accounts) to QuickBooks Online.

       

      I'm just around the corner if you still need more help when working in QuickBooks. I want to make sure that everything is sorted out. Take care and have a great day!

      itsasam
      July 5, 2023

      I just wanted to share our solution.

      It's less than ideal but might be worth considering if you have a relatively new system.

      Since the ability to import invoices was a critical component of our QuickBooks implementation decision and since we were unable to turn off the sales tax automation (and re-enable importing) once it had been turned on, we created a new account. This required re-linking, re-reviewing and re-importing all of our data, but we are now also able to import invoices.

      I don't know what we would have done if starting over wasn't an option, though!

        mauriceh313
        November 3, 2023

        Hello @itsasam,

         

        I just found this Community thread about this topic. My work has been disrupted all week because Automated Sales Tax was accidentally turned on an we are a tax-exempt organization and do not charge sales tax. This means I am no longer able to import invoices. I had been thinking of starting a new company and I think that is what you described here. Are you saying you started a new company file? If so, did this also require an additional subscription? 

        4Gal
        Level 5
        November 3, 2023

        @mauriceh313 

        Are you saying you started a new company file? If so, did this also require an additional subscription?

         

        If you are using QBO, you will have to sign up for a new QBO account and migrate your data from the old one. You can purchase a 3rd party migration service or use a migration tool.

        lifeline modul
        August 29, 2024

        So this is really starting to border on incompetence.

         

        First we try an app such as Webgility to import Amazon transactions and there is a limitation:

        As we discussed today, the issue you're experiencing is related to Intuit’s "QuickBooks Business Validation Error: 6000." This error occurs when an inventory item exceeds a certain number of transactions (20K), leading to delays when creating subsequent transactions with the same item. Consequently, when an order related to such an item is posted to QuickBooks Online through Webgility Online, it triggers the "QuickBooks Business Validation Error: 6000."

         

        Then we try to import using QB and there is a sales tax error.

         

        When are you going to take this seriously?

         

        AnneMariee
        August 29, 2024

        I understand how challenging it can be when system limitations affect your workflow, Lifeline Modul. While we're continuously working to improve our software, I appreciate your patience as we navigate this issue together.

         

        When importing invoices with more than 20,000 transactions, a system error occurs in QuickBooks. As a workaround, you can divide your transactions into smaller batches when importing. You may also want to consider using third-party applications that integrate with QuickBooks to help with this task.

         

        I also encourage you to share your feedback on the need for the ability to import high transaction volumes through the Feedback section. Here's how:

         

        1. Click on the gear icon at the top-right of the screen.
        2. Under Profile, select Feedback.
        3. Enter your comments and product suggestions.
        4. Click Next to submit.

         

        We highly value customer feedback, and your input is crucial to our development team.

         

        Additionally, you may want to consider temporarily turning off the sales tax feature before importing invoices. Once your invoices are imported, you can re-enable the sales tax feature, batch upload your invoices, and address any necessary calculations. You can also include the need for QuickBooks to support sales tax when importing invoices in your feedback.

         

        After importing, running reports can provide valuable insights into your transactions, helping you optimize your business operations.

         

        If you have any further questions or need assistance with QuickBooks, please feel free to reach out, Lifeline Modul. I'm here to help.

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