QuickBooks problem

[rjfvillarosa]

There is a new State and Local tax being introduced here and on my invoices I need to show both taxes separately, in quickbooks you can make a tax group to charge two taxable amounts but it lists them as one charge on the invoice, or you can select one tax or the other but not both.
Any body use quickbooks and know a solution to this problem?






on a side note newegg charges sales tax for Puerto Rico, but Puerto Rico is not part of the state tax streamline system yet so newegg are charging something they shouldn't.

[pam123]

No I don't have a solution but do the Intuit guys have an update out yet ?

[rjfvillarosa]

A friend of mine here on the island has the same problem so he called intuit for help.

My friend.
"Can you help me please? I need to show two separate taxes on an invoice"
Intuit.
"What version of quickbooks do you have?"
My friend.
"2000"
Intuit.
"Oh I am sorry we do not offer support for that version any more but we can supply you with an update to 2006 for $200"
My friend.
"Will the new version do what I need?"
Intuit.
"I don't know"

:rolleyes:

[pam123]

Mind boggling :mad:

Is there a Quick books forum?
Someone may have a hack.

[rjfvillarosa]

I think this is a non starter Pam, I have six or seven friends here all very conversant with QuickBooks and all with the same problem, I think it may be time to switch to another program.
Only in Puerto Rico do you need to separate the taxes on the invoice.

A quote from QuickBooks Pro 2004 help files.

Even though you may be charging your customers a combination of local taxes and a state tax, they're used to seeing only one sales tax line and rate on sales forms. A tax group lets you track each tax separately, yet show only the total sales tax on your sales forms.

I have Googled the problem several times without success or even seen a forum, maybe there is one and it hasn't shown up in the search results, I'll give it a Google.

[pam123]

You're at a stand then.
Giving you the option of choice doesn't seem to have occurred to anyone.

[rjfvillarosa]

I am not knocking QuickBooks as I really like it, but unfortunately the pencil pushers in Hacienda want something that no one else has thought of.

[Panama Red]

Just had the gal that I turn to for all my QB issues take a look at the issue for ya. Here's her response.

I tried a few things with "sales tax items" and I see what is happening. The only way to show both taxes separartely on his invoices would be to create his own "item", but then he would have to track it and pay it manually in the software. It wouldn't automatically be done for him. Complicated and requires a very good memory. I have the 2006 version, so updating wouldn't help him in this reguard. Although, I do think this version has many benefits over the 2003 version that we upgraded from last year.

The translation to Welch is "You can't get there from here"! Well, I tried.

[rjfvillarosa]

Ah well, looks like it's back to Excel for a while until I can clear the moths from my wallet and begrudgingly pay for something else that can do the job.
I did try Sage the program I used to use in the UK but it's been so long since I have spoken Brit English I couldn't understand a word of it and it used a strange £ sign for currency. :D
Thank you Mr Red and Miss Pam for your concerns and help. ;)