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Replying to:
ReyJohn_D
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Thanks for joining the thread and sharing details about your concern, @ABradfield.

 

Let me share some insights about adding shipping sales tax when creating invoices in QuickBooks Online (QBO).

 

Yes, you're correct. The Shipping field on an invoice won't be taxed since you'll have to manually add the exact amount to it. I've got a workaround you may perform to get around this.

 

You can add the shipping fee as a service item in the Product/Service section. Then, ensure to put a checkmark on the Tax column and choose a sales tax rate to make it taxable. Here's how:

 

  1. Click the +New button, and then choose Invoice under the Customers section.

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  2. Select the Customer name in the drop-down ▼ and other info needed.
  3. Create a line item in the Product/Service section (for your florist business).
  4. Make a service item. Simply click the +Add new button, and then select Service. Enter "shipping" as the name, then Save and Close.
  5. Make sure to enter an amount, check the Tax column, and then select a taxable rate.
  6. Hit Save and Close once ready.

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I'll be adding this handy resource as your guide on how to modify the sales tax in QBO: Edit Sales tax.

 

You may personalize your invoices and other sales forms to make it more appealing and professional looking. Check out this article for the detailed instructions: Customize invoices and sales forms.

 

Also, you can batch email or print your invoices and sales forms to make your task easy and efficient: How to send and print multiple invoices and other sales forms.

Then, once you receive payments from your customers, you'll want to enter them in QBO to organize your records: Record invoice payments.

 

Click the Reply button if you need more help about managing your sales tax or anything else related to QuickBooks. Take care and have a nice day.

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