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A
AlpineArtisanStudios
April 9, 2026
Question

Finding a Custom Sales Tax Setting to then Edit

  • April 9, 2026
  • 1 reply
  • 7 views

We switched from manual to automated sales tax in QBO.  We are in Colorado and have to deal with home state taxes and I often use custom rates because of how we invoice products/service/shipping.  I know how to Edit a Custom rate but how do I find the one I am looking for?  I don't see how on the Sales Tax Settings page that I can do a find for the name I am looking for.  Instead I have 7 pages of rates to click through to find what I want.  Online chat said there is no way to do a find or sort the list (at least under Tax Agencies I can sort by agency name to find what I need).   How do I quickly find a custom rate on the sales tax settings page so I can update the rate when needed (online it keeps saying to "locate" it which I guess means scroll through 7 unorganized pages).  Any thoughts?

1 reply

Bryan_M
Bryan_MQuickBooks Team
QuickBooks Team
April 9, 2026

Hi there, @AlpineArtisanStudios. Currently, the Sales Tax Settings section doesn't have a direct way to find your custom rates. In the meantime, you can utilize the CTRL + F keys on each page to search for your desired custom sales tax rate.
 
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