I am using the international version (Swiss). When I try to accept any new transaction it asks me to "Choose the tax for this transaction" The TAX menu is inactive.

None of my transactions are able to be accepted because the system asks me to "choose a tax for this transaction" The drop-down menu "Tax" is basically greyed out so I am in a catch 22.

The version I am using is the Swiss version. I am in the US so I can NEVER find QB support.



Hello there, tom,

Let's set up your sales tax settings and create a new tax rate so you can accept new bank transactions in QuickBooks.

The system should let you select a tax for a specific transaction. Since you're unable to do so, let's set up the tax settings so taxes will automatically be tracked in QuickBooks. Please follow these steps below:

  1. Go to Taxes, the click the Set up tax button.
  2. Set up the tax agency details such as the name of your tax agency, any official tax number, your reporting method, how often you file your tax to your tax agency, and whether this tax is meant for sales or purchases
  3. Select the Next button.
  4. Follow the steps to finish the setup.
  5. Click Done.

After completing the process above, you'll see the Tax Centre and a Tax/GST column on your sales and purchases forms.

Once done, you're now ready to add tax codes to make sure that there'll be a selection on the VAT drop-down. Here's how: 

  1. In the Tax Centre, click the Add Tax button.
  2. Choose which type of tax code you want to set up.
  3. Enter the details of your tax code. 
  4. Click Done.

Just an important reminder, if there's a need to change a tax rate, I recommend creating a new tax code instead of updating an existing one because the existing code may have been used on prior transactions and changing the rate could affect your sales tax tracking.

You can also check out the Enable Pop-Ups for QuickBooks Online Resource Hub article to enable pop-ups in QuickBooks to maximize the performance of the system.

By executing the steps above, you'll be able to accept a new bank transaction in QuickBooks without encountering the said error message.

For additional information, you can go through this article: How do I set up sales GST/VAT rates and use them on forms? (International QBO) - Video.

Please don't hesitate to leave a comment if you have further concerns about connecting your bank accounts to QuickBooks. I'm just around if you need help.

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