One of the best features of QuickBooks Online is customization, and our reports are no different. Start by clicking on the Taxes tab on the left menu and choose Reports.
Once there, click on the report you need and go to the Gear Icon. You’ll see all of the Tax fields available to you. Check them all or some, it’s up to you!
Need more custom options? Scroll up and click on Customize to get the whole array of fields that you can add or filter for this report. Feel free to check out my other article completely dedicated to customizing: Customizing Reports in QuickBooks Online.
Have a client or customer that’s a church, non-profit, or hospital? It’s super easy to mark them as exempt.
Go to Invoicing>>Customers and click on the customer name. Then click on Edit on the upper right-hand corner.
You’ll see all their details like display name, customer, and other information. Where you want to go is the Tax info tab along the bottom, and then check the box for This customer is tax-exempt. You also have other details like Exemption details and Reasons for exemption.
Great question! It’s just as important to see non-taxable amounts as it is to see taxable. These steps will be a little familiar from above, but I’ll show you all your options. After clicking on Customize, click on Change Columns.
Among all of these wonderful options, you’ll see exactly what you need.
We’re already on the last question of our Top 5 and we’re talking about that little arrow in your invoices you may have missed. If you need to change when your sales tax is applied (and you’ve got automated sales tax set up), let me show you.
Click on that icon to the left of your sales tax and you can switch the two fields around. This action gives users the freedom to choose if they want to apply the discount to the transaction before the sales tax or deduct the sales tax from the transaction before applying the discount.
That’s a wrap! You know I’ll be back with another Top 5 before you know it. Until then, Community, see you next time!