Hi everyone,
With the help of QBO support, I was able to find a solution to my problem but I wanted to share it with you because it doesn't exist as of yet.
First thing, my problem was that I don't use the Tax summary section on my invoices. I like having everything in one place. (Subtotal, GST, PST and Total.) But I also want to use a personalized invoice so I started using the Custom Form style to import an invoice of my own.
Here's the tricky part. QBO wants you to download the DOCX file as an example. Please do so because it will be really hard if you don't use their file as a base for your custom invoice. You will notice that Taxes are not separated. It shows the GST < TotalTax > which is actually the total of taxes as mentioned in the short code. Then below, you have the Tax summary that shows the details of the different taxes if applicable.
If you want all taxes to appear the same way as in the standard invoice here's how to do it:
QBO handles the taxes separately but if you want to use it in a custom template, the docx file has to be set up properly.
First, you need to use < TaxRate > and < TaxAmount > from the Tax summary Mapping. (not < Totaltax > like mentioned in the example provided by QBO) Also, they have to be in the same table and on the saw row. Then, once you entered the < TaxRate >, click ENTER to add an extra line or 2. That line is mandatory or Quickbooks will reject the file. See image attached. You are all set. If you use only 1 tax or separated taxes this will work as well. I'm working in many provinces so I had different tax rate for my services.
PS: For some reason, when the Total line is in the same "table" in word, once it's uploaded to QBO, mine disappeared. I had to create another table below < TaxRate >< TaxAmount > for it to show correctly.
Hopefully it helps you, feel free to comment if you have any issue.
Cheers
Yanik Rouleau
