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Why is tax not correct for an updated customer in QuickBooks?

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Overview

You changed information (address, exemption number, customer type, etc.) on a customer record, but tax is still calculating with the old information (tax is being calculated incorrectly) you want to know how to update the invoice. 

Environment

QuickBooks

Resolution

  • Open the sale in QuickBooks > Reselect the customer (clear the customer name, then select same customer) > QuickBooks updates the invoice from the current customer record, so the new information is reflected