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You are here: QuickBooksForum.com.auForumSoftwareQuickbooks"Amounts include tax" box on invoice
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"Amounts include tax" box on invoice
  • Cmat
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"Amounts include tax" box on invoice
« on: July 20, 2011, 02:59:01 PM »

How do I get QB Premier to default to checking the "Amounts include tax" box on the invoice?
We used to have this function, and now we have to check it manually on every invoice. At some point in recent months, it seemed to decide to default top being unchecked, and I cannot find anything in preferences or templates which will allow me to default to the box being checked.
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  • SSL
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Re: "Amounts include tax" box on invoice
« Reply #1 on: August 02, 2011, 01:07:36 PM »

Solution:
1) Click on the Edit menu and select Preferences
2) Select Tax
3) Click on Company Preferences tab.
4) There are two options for Sales figures: Net or Gross. Select Gross (Inclusive of Tax)
5) Clcik on the Ok Button.

If Gross is selected the Amts Inc Tax will be selected as default in invoices.
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  • Cmat
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Re: "Amounts include tax" box on invoice
« Reply #2 on: August 03, 2011, 04:38:06 PM »

Thank you for your help, SSL.
What I can't understand is why I had to do that, when I had never changed that preference before, yet we used to have the box checked by default. Is this something new that QuickBooks changed?
Thanks anyway - it will make my office manager happier now!
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Re: "Amounts include tax" box on invoice
« Reply #3 on: August 17, 2011, 08:38:30 AM »

Sometimes when updates happen, we have to go back in an customize it to the way we like it.  Updates don't really erase things, but they do restore all preferences to default.  Keep this in mind next time this happens!  Hopefully you will easily be able to rectify the situation!
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  • Cmat
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Re: "Amounts include tax" box on invoice
« Reply #4 on: August 17, 2011, 01:13:44 PM »

Thank you for your comments. The implication with such changes happening with updates defaulting all preferences, however, implies here that we set it as a preference in the first place. If we did (and I set up my own books), I do not remember doing so. The fix offered by SSL, referring to Sales Figues set at Gross, is way beyond me - I wouldn't have chosen to touch that without someone telling me to. I still don't understand it, but blindly obeyed and ended up with the right box ticked, so was satisfied with the outcome, but nervous about what else it may have changed in the background without my knowledge.
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  • NikkiJ
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Re: "Amounts include tax" box on invoice
« Reply #5 on: October 07, 2011, 09:16:24 AM »

Hi there, I am having the same problems, but with Quickbooks EasyStart.

One of my computers automatically defaults to 'Amounts include Tax' when creating an invoice, but can not get this default to work on our other computer with a different version of QB EasyStart.

I don't have the Edit Preferences menu for Tax because it is the basic version.

Any suggestions?

Thanks
Nikki
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