I tried importing an item with a tax name which is similar to the tax I created manually. But instead of replacing the tax name, the tax got duplicated and now I have 2 taxes with the same tax name in the invoice. How do I resolve this?
When importing items, taxes are matched with three properties.
- Tax Name
- Tax Type
- Tax Percentage
The values in your Zoho Books account and the CSV file should match perfectly. If there is a mismatch then Zoho Books would create a new tax.