How do I add tax to an additional transaction when matching deposits? Need to add cardnet fee when matching invoices and it’s asking me to add tax but no option to do so

When QuickBooks Online detects that your company file has tax/VAT enabled, it requires a tax code for all expenditures added through the bank feed. If the tax dropdown menu is missing, it is usually because the transaction's overall tax calculation settings are hiding it.

Here's how to resolve this in your bank transactions:

1. Go to your Bank transactions.

2. Find the deposit and click Find Match.

3. Select the invoices that make up the payment.

4. Scroll down to the If needed, resolve the difference section.

5. Look at the top or bottom right of that section for a dropdown menu labeled VAT.

6. Change this from Out of Scope to Exclusive of Tax (or Inclusive of Tax).

To enter the Cardnet Fee:

1. In the Category column, select your bank fees or merchant service fees account.

2. In the Amount column, enter the fee as a negative number to reduce the total deposit amount to match your bank statement.

3. In the newly visible Tax/VAT Code column, select Exempt, Zero Rated, or NO VAT (you may also consult your accountant regarding the appropriate code).

4. Ensure the Difference at the bottom of the screen now shows 0, then click Match to complete the transaction.

Feel free to reply below if you need anything else. We're here to help.