Quicken & Other Budget/Accounting Software/tax names

Advertisement


Question
Hello

Just added a few new tax codes - Edit, Preferences, and I named them with county's name but without the tax it self f.e 8.75%.

How can I edit these so I can see the tax rate and not the name I put there?
Now, when clicking on Tax at the bottom of the invoice,  I want to edit the word just right to Tax ..The tax itself IS correct..

Also, how can I delete tax codes from the same location? Usually, right click etc... not here..  

This is QB 2008.

Thank you very much,   Gabe

Answer
Hi Gabe,
To edit the tax codes you will want to go to your item list. You will be able to change the name that appears on your invoices by editing the sales tax items.

Just be aware thatyou will be unable to delete any tax items that have been used in any transaction.  You only option would be to make those items inactive on you items list.  Just be sure that you change the tax codes on any customers that have this as their default tax.
Do that in the customer profile.

Hope this helps
Karin

Quicken & Other Budget/Accounting Software

All Answers


Answers by Expert:


Ask Experts

Volunteer


Karin Hostetler

Expertise

I am a certifed member of QuickBooks® Professional Advisor group and can answer questions on Quickbooks® Basic and Pro, all versions through 2011. I do onsite, telephone and online consulting through my website at: http://www.karinhconsulting.com Have a complicated issue that you can't put into one question? Consider a one time FREE 60 minute phone consultation. (724) 557-4652

Experience

I have worked with Quickbooks® since version 1, and have had a tip published on the Intuit website. I work exclusively with small business owners in setting up Quickbooks®, giving on-going support to tweak the reports, resolving data issues and correcting problems. I offer monthly, quarterly and yearly tune-ups to prepare the clients data for presentation to their CPA at year end.

Publications
Intuit Pro-connection

Education/Credentials
I have a degree in Administration and Management with 20 years of hands on business experience in many fields

©2016 About.com. All rights reserved.