Source evidence is visible
Review the PDF before the tax amount and tax code are sent downstream.
GST/HST invoice review
Review GST/HST before invoices hit QuickBooks
Plaincount helps Canadian bookkeeping firms review GST/HST details against the source invoice before approved Bills or Expenses are created in QuickBooks Online.
First 20 invoices free. No credit card. No contract.
Why GST/HST review matters before QuickBooks
GST/HST questions are easier to review before invoice data becomes an accounting transaction.
Tax treatment can depend on coding
Bill lines, categories, and source invoice context can affect what a reviewer needs to check.
Approval should include tax review
Keep the human decision visible when GST/HST details need attention.
QuickBooks stays downstream
Review tax details before the approved transaction is created in QuickBooks Online.
What reviewers check
- 01
Source
Open the invoice PDF and review tax evidence.
- 02
Math
Compare subtotal, GST/HST, and total amounts.
- 03
Coding
Review bill lines, category, and tax code treatment.
- 04
Approve
Record the human approval before QuickBooks writeback.
- 05
Create
Create approved Bills or Expenses after review.
Source invoice evidence
PDF-first review
Compare extracted details with what the vendor invoice actually shows.
Missing or unclear tax
Flag GST/HST questions for reviewer attention instead of posting first and cleaning up later.
QuickBooks tax code controls
Review before writeback
Check intended QuickBooks tax code treatment before the approved transaction is created.
QBO remains the accounting record
Plaincount supports the review workflow while QuickBooks Online remains downstream.
Human approval
Reviewer decision
A person approves the invoice after reviewing GST/HST context and other invoice details.
Audit history
Plaincount supports audit history for the review and approval that happened before posting.
GST/HST invoice review FAQ
Does Plaincount provide tax advice?
No. Plaincount supports GST/HST invoice review workflows, but it does not provide tax advice or certify tax treatment.
What GST/HST details can reviewers check?
Reviewers can compare source invoice evidence, subtotal, tax amount, total, bill lines, and intended QuickBooks tax code treatment.
Should missing GST/HST always block an invoice?
Not always. Some invoices may correctly have no GST/HST. Plaincount helps surface tax review questions for human judgment before posting.
Does Plaincount replace QuickBooks tax settings?
No. Plaincount supports review before QuickBooks writeback. QuickBooks Online remains the accounting system of record.
Who is this workflow for?
It is for Canadian bookkeeping firms that review invoices before approved Bills or Expenses are created in QuickBooks Online.
Stop invoice mistakes before they reach QuickBooks.
Plaincount prepares your invoices, flags duplicates and GST/HST issues, and creates the QuickBooks bill after approval.
First 20 invoices free. No credit card. No contract.