Support Center

Tax Items and Posting to QuickBooks

Last Updated: Apr 25, 2016 11:18AM EDT
If in QXpress you come across and issue of an Invoice(s) not being able to post to QuickBooks from QXpress. You can encounter a looping sequence which begins with the following message: 

'Tax Items Not Found, # clients have not been assigned to a tax item. Either set a default tax item, or if you don't charge tax, set your tax preference to off. Do you want to fix this now?'.

You proceed to the Preferences section, but when you assign everyone a tax code you continue to receive the above message when Posting to QuickBooks.  
The reason this is occurring is there is an Inactive Tax code being assigned to an Inactive Customer. 

To resolve this issue you can perform one of the following two options.
  1.  Make the tax Item active again in QuickBooks. Then Get New QB Data when you start QXpress again.
  2. Change all Customers that are inactive to active. Then assign all previously inactive customers who have the inactive item to an active item. Then make the customer inactive again. Then Get New QB Data when you start QXpress again.

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