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Quicken not allowing me to use my customized Invoice layout with GST and PST (taxes)

I have defined customized invoice layout that includes 2 sales taxes (PST and GST). I saved it as the "Invoice Default" layout and also saved it as a layout called "Invoice # 1". When I create an invoice, and select the layout of my choice (either one of the above), Quicken does not display the customized layouts. As a result, any new invoice is calculated without tax. When printing, it does print using my customized layout, but since no tax was calculated, it shows $0 in the tax fields - NOT GOOD AND VERY FRUSTRATING - Anybody has any idea?

Best Answer

  • PhilCharmet
    PhilCharmet Member
    Accepted Answer
    Ok, I resolved my problem. No thanks to the help desk - My tax accounts were flagged to not track taxes :) oops. As soon as I changed that, it works - Closing this discussion

Answers

  • Quicken_Natalie
    Quicken_Natalie Moderator mod
    Hello @PhilCharmet,

    Thank you for taking the time to report this issue to the Community, although I apologize that you have not yet received a response.

    If you are still needing assistance with this, please take a moment and review the information available here and post back to let us know what version and release of Quicken you are using.

    The more information you can provide regarding this issue will help the Community to better understand and assist.

    Thank you,

    Quicken Natalie

     
  • PhilCharmet
    PhilCharmet Member
    Hi Natalie, This did not answer my question.
    I had connected with the help desk on Friday, spent about 1 hour on the phone with no clear line of action. They acknowledged the problem I was having and I understood that they were going to send me an email. I have not received any email from them.
    My version is": Quicken 2019, Version R22.9, Build 27.22.29 Edition Canada
    My system: 64 bit / Window 10 V: 1909
    Not sure what to do next, but I am seriously considering biting the bullet and going to another software altogether. I need something I can move forward with.
  • PhilCharmet
    PhilCharmet Member
    Accepted Answer
    Ok, I resolved my problem. No thanks to the help desk - My tax accounts were flagged to not track taxes :) oops. As soon as I changed that, it works - Closing this discussion
This discussion has been closed.