thread Changing invoice export data in Archived Discussions (Read Only)

Changing invoice export data

gillym82 — Fri, 07 Jan 2022 16:46:27 GMT

Is there a way to change or add on what data is exported from invoices? I exported my data and I see total requested and total paid but the data shows nothing regard taxes that were added on for my state. This is what I need for my sales filing. Thanks

Re: Changing invoice export data

Minion — Sat, 08 Jan 2022 12:38:51 GMT

HI @gillym82

As far as I know, there isn't a way to change what data gets exported from the Invoice Report section. For your sales tax needed, your bets bet would be to go to the main Reports>Taxes Section from the Dashboard to get your current or filtered tax information needed.

Re: Changing invoice export data

gillym82 — Sat, 08 Jan 2022 15:18:39 GMT

Unfortunately that doesn't help as I have to file by county

Re: Changing invoice export data

Minion — Sun, 09 Jan 2022 12:59:40 GMT

@gillym82 wrote:
Unfortunately that doesn't help as I have to file by county

So you aren't able to see any taxes collected when you goto reports?

Re: Changing invoice export data

gillym82 — Tue, 11 Jan 2022 18:05:25 GMT

I am but they need to be separated by county in my state. Several counties have the same tax rate and I charge by the %. If I created tax rates by county, I'd be creating 72 different tax categories