Ask the Accountant…
Question: When I bring invoices into QBO from another system, the sales tax often doesn’t match. What do I do?
Answer: This is a common problem when integrating with other systems.
- Open the Invoice
- Scroll down to the sales tax amount in the bottom right of the screen
- Click “See the Math”
- Scroll down and click “Override this Amount”
- Scroll down, click “Edit”
- Enter the correct amount of Sales Tax or Sales Tax Rate and the Reason for the Override (such as a rounding issue)
- Click “Apply Override and Close”
Please email accounting questions you would like considered for the column to [email protected] with the subject line of “Ask the Accountant”.
