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M
McKinney Hardwoods
August 8, 2025
Question

QB not sending sales tax fields from card reader to QB Online

  • August 8, 2025
  • 1 reply
  • 4 views

We just started using QB credit card reader to process in person sales in the last two weeks.  We are having a problem that when we process a sale all is fine, but when we check sales at the end of the day on our desktop using QB Online, the sales tax field is not populating the field that was used when the card was processed.

  I have been able to manually change most at the end of each day, but a couple have refused to allow me to change the Sale Tax Rate field as it states that the card has been processed and deposited!  

The biggest issue with this is that my end of the month reports for Sales Tax liability is no screwed up as the reporting sales tax field is showing "Automated based upon location"!  This maddening and after 3 long phone calls with QB support they tell me that there is no solution to this issue!

  Are we the only people dealing with this nonsense?

1 reply

F
FateCandylaneTQuickBooks Team
QuickBooks Team
August 8, 2025

Unforeseen circumstances can arise, but I appreciate your efforts and understand the importance of ensuring accurate sales tax calculations, McKinney.

 

First off, tax calculations are determined by the automated sales tax settings you’ve set up in your QuickBooks Online account. Thus, the transactions made through the QuickBooks card reader will automatically apply the correct sales tax rates and record them directly in your account for streamlined tracking.

 

On top of that, for the transactions that were already processed and deposited, you’ll have to delete the deposit entry made and modify the sales tax rate field of the invoice or sales receipt created. This way, it ensures that discrepancies are corrected and your tax calculations remain accurate.

 

Additionally, you'll want to seek additional guidance from our Live Expert Assisted team to help you manage tax calculations and provide assistance in keeping track of your overall transactions.

 

Let us know anytime on this thread for any additional queries.

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