Other questions
Thank you for joining this thread, Berry. Rest assured you will get some solution to resolve this sales tax that isn't showing within the estimate in QuickBooks Online.
When Automatic Calculation is enabled within the system, it automatically computes the applicable tax amounts, allowing for greater efficiency and reducing the likelihood of manual errors in tax computation. I suggest checking the system settings to confirm the tax rates are properly configured.
Second, you can manually add the tax by choosing the + Add Rate and then, enter a new name and select your agency. See screenshot below:
If the estimated tax still isn't showing, let's proceed to the third solution. I suggest troubleshooting to see if this is related to browser issues. See the following recommendation below:
1. Utilize the incognito mode using these keys:
- Google Chrome: press Ctrl + Shift + N
- Microsoft Edge: press Ctrl + Shift + N
- Safari: press Command + Shift +N
3. Use the updated and supported browsers in QBO.
On a different note, consider reviewing these resources when you are ready to convert your estimates into invoices: Convert an estimate into an invoice in QuickBooks Online.
Additionally, here's an article that will provide the complete steps on how to record your customer invoice payments: Record invoice payments in QuickBooks Online.
Your attention to detail and transparency with customers regarding this issue will surely uphold their trust and confidence in your services. You can still post in this thread if you need additional help regarding your estimate concerns.
